About Matthew Jenkins

I’m a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ with over 17 years of experience in the financial industry across a variety of roles. Over this period, I’ve enjoyed helping clients of all types address their financial challenges and achieve their financial goals.

My goal is to help clients reduce the stress of dealing with financial concerns in retirement. I will help design a custom-fit plan and investment strategy to help point you in the right direction and provide best-in-class service to keep you on the right track.

Favorite Board Game: Stratego

Favorite Hobbies: Puzzles, kayak fishing, and losing to my son at Stratego.

Pets: A tabby named Lily and a beagle named Mipha.

Favorite Day Trip: Fredericksburg, floating down the Rappahannock River.

Education: BS in Commerce, University of Virginia