Matthew Norwood, CFP®

Matthew Norwood, CFP® started his career in the financial services industry in 2013 at Vanguard, which currently is the largest provider of mutual funds in the world. During his time at Vanguard, Matt served several different roles that helped shape the way he thinks about client service. Matt spent time working directly with high net worth clients helping them navigate their investment options and matching those options to the client’s financial goals. Matt also spent some time in the education savings group, where he gained knowledge on the topic of college savings. Finally, Matt acted as a consultant in the financial advisor services division where he supported a group of three thousand advisors in South Carolina and Georgia, consulting on practice management, portfolio construction and client education. This allowed him to learn from and take away sound industry practices from advisors with some of the largest books of business in that territory.

Matt is a licensed life and health insurance agent and a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is one of the most recognized in the industry for personal financial planning. This designation comes with training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, Matt is required to uphold his certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market.

Matt attended Devon Preparatory School and is a graduate of the University of Pittsburgh. While at The University of Pittsburgh Matt was a member of both the Track and Field and Cross-Country teams. Matt enjoys being active. He plays ice-hockey, runs road races and Spartan races, and brews his own beer. Matt grew up in Springfield Delaware County and currently lives in Newtown Square with his wife Rachel, daughter Josephine and son Brooks.