Matthew DeMartino

Home > Financial Advisor Directory > virginia > vienna

About Matthew DeMartino

Matt is a dedicated financial planner with over 17 years of experience guiding clients towards their financial goals. Based in Vienna, Virginia, he specializes in creating personalized financial strategies tailored to individual needs. As a CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (CFC®), and a Certified Life Underwriter (CLU®), Matt is committed to providing comprehensive financial advice and education. Matt enjoys engaging with clients and building lifelong relationships. Matt also provides worksite financial wellness education to employers across the US, and finds the teaching experience very rewarding.

Before embarking on his client-focused career, he earned a Bachelor's degree in Economics from Bucknell University, where he also showcased his athletic talents as a football kicker and his musical abilities as an upright bass player in the orchestra. After graduating, Matt returned to the DC area and launched his financial planning practice with Prudential. Over the years, he gained valuable experience working alongside other seasoned advisors. When not assisting clients, Matt enjoys spending time with his family in Herndon, Virginia. As a lifelong resident of the area, he is a passionate Washington D.C. sports fan and finds relaxation in golfing and traveling with his loved ones.

See Disclosures

General Information

automated call

CRD#

5651785

Firm CRD#

8733

States Licensed in

AL, AZ, CA, CT, DC, FL, GA, IL, LA, ME, MD, MI, MO, NV, NH, NJ, NY, NC, OH, OK, PA, SC, TX, WV, VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Matt is passionate about providing his clients with the tools and education they need to navigate life's financial challenges. Matthew has been with Prudential since 2009 and recognizes that the more knowledge his clients have, the more empowered and confident they feel about achieving their goals. Matt holds several professional designations, including Chartered Financial Consultant (ChFC®), Certified Life Underwriter (CLU®), and CERTIFIED FINANCIAL PLANNER (CFP®). Matthew is committed to providing comprehensive financial advice and education. He enjoys engaging with clients and building lifelong relationships, and provides worksite financial wellness education to employers across the US.

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CLU^®, ChFC^®

Securities Licenses

Series 7, Series 66, Series 63, Series 24, Series 6

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Firm Information

Advisor's Number of Clients

Total Assets Under Management by Advisor

$250,000,000

Compensation and Fees

Compensation Methods

Based on Assets, Flat Fee, Commissions

Education

Bachelor - Economics

Bucknell University
08/20/2003 -05/18/2007

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Prudential