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Matt J

CFP®, CFA®, EA

Richmond, VA

Noble Hill Planning LLC

I’m a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and Enrolled Agent with 20 years of experience in the financial industry. Prior to becoming a financial advisor, I served for a few years in the US Army's 75th Ranger Regiment. I'm a major believer in the old saying "a failure to plan is a plan to fail." That being said, plans needn't be complex or 400 pages long. More often, a simple, single-page plan that everyone can understand is more powerful. Some fun facts about me: Favorite Board Game: Stratego Favorite Hobbies: Kayaking, windsurfing (I'm working on it), swimming, or anything on the water. Favorite Day Trip: Fredericksburg, floating down the Rappahannock River and looking for otters and bald eagles. Education: BS in Commerce, University of Virginia

General retirement planning General tax planning Wealth management Founder/Business Owner Baby Boomers (Born 1946-1964)
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