Matthew P. Sirpishttp://heritageconsultants.com/about-us/meet-our-advisors/matthew-p-sirpis/
Matt Sirpis, a Financial Planner at Heritage Financial Consultants, works with individuals, families and corporate executives to develop comprehensive financial plans and help them achieve their goals in retirement. His practice focuses on retirement planning, investment strategies, estate planning, business succession and charitable giving strategies.
EDUCATION AND CERTIFICATIONS
- Bachelor of Business Administration in Finance, Radford University
With over 15 years of experience, Matt first started out in the financial services industry as a Paraplanner, helping to design and construct financial plans. He now has more than a decade of experience advising clients as a registered representative of Lincoln Financial Advisors.
ON A PERSONAL NOTE
Matt lives in Richmond, Va. with his wife and three children. He enjoys playing golf and is involved in the community, coaching elementary soccer and as an active member in the Mary Munford PTA. Matt and his wife are involved with several local charities including Noah’s Children and Richmond Hope Therapy Center.
MAIN SERVICE AREAS
- Retirement Planning
- Investment Optimization & Risk Management Strategies
- Estate Planning
- Education Funding Strategies
- Business Succession Planning
- Planned Giving & Charitable Trusts