Matthew Berti, CFP®

Matthew Berti, CFP®,

Wealth Planning Associate

Matt works with the wealth planning team to serve families by helping them plan for their lives’ personal and financial milestones. Matt graduated from Texas Tech University with a Bachelor of Science degree in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER practitioner. During his time at Texas Tech, Matt was actively involved with several campus organizations, especially Red to Black®, where he provided financial education through peer-to-peer sessions and presentations. Matt has been serving high-net-worth families in the Houston area since graduating from Texas Tech.

When Matt is not serving Families, he enjoys attending various events around Houston with his wife, Jennifer.