Financial Planning Department Administrator
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- Financial Planning & Advanced Strategies
Matt Blunt, FPQP™, is the Financial Planning Department Administrator and has been with the firm since May 2018. He assists with requests from clients regarding information about their portfolios and handles the distribution of recurring portfolio reports. He also supports the advisors at Cassaday & Company, Inc. by overseeing the scheduling of their client review meetings, as well as estate planning and tax preparation meetings.
Matt works closely with the Director of Financial Planning, developing high-level analyses in the areas of retirement, estate, and tax planning. He also provides customized reports that are necessary for clients’ individual financial planning needs.
Matt has completed the coursework for the Financial Paraplanner Qualified Professional (FPQP®) through the College of Financial Planning and plans to sit for the exam in the near future. He also begins the CERTIFIED FINANCIAL PLANNER (CFP®) educational program through University of Virginia starting Fall 2018. Matt is not registered with Royal Alliance Associates, Inc. or Cassaday and Company, Inc.
After graduating from Radford University, he spent four years serving with the Arlington County Fire Department as a Firefighter/Paramedic. In his spare time, Matt enjoys traveling, staying active, and spending time with family and friends. He currently lives in Arlington, Virginia.