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Matthew H
CFP®, Series 66
Cincinnati, OH
Commonwealth Financial Network
Matthew Held is a financial advisor with Commonwealth Financial Network based in Cincinnati, OH. He holds the CFP® designation and the Series 66 license, and has 20 years of industry experience. Prior to joining Commonwealth, he worked at Lincoln Financial Advisors Corporation for 17 years. He is also the owner of Clarity Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.
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