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Matthew D
CFP®, Series 63, Series 65
Durham, NC
Facet
Matthew Dellaero is a CFP® professional with 10 years of industry experience, currently serving at Facet since 2023. Prior to joining Facet, he worked for The Vanguard Group, Inc. for seven years and was involved with Matt & Wills Toys in 2017. Facet serves individual members across a broad range of wealth levels and offers tiered, subscription-based financial planning and investment services. The firm delivers holistic financial planning through a Total Financial Life Resources framework and uses discretionary asset-allocation programs primarily based on ETFs, operating at scale with approximately 87 advisors and $7.6 billion in discretionary assets under management.
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