Matthew Blunt

Paraplanner

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  • Financial Planning & Advanced Strategies

7035068200

matthew@cassaday.com

Matt Blunt, FPQP™, is a Paraplanner in the Financial Planning Department and joined the firm in May 2018. He works closely with the Director of Financial Planning, developing high-level analyses in the areas of retirement, estate, and tax planning. Matt also provides customized reports that are necessary for clients’ individual financial planning needs.

Matt assists with the onboarding process of new clients, reviews investment allocations, and prepares essential reports for the ongoing management of client accounts. He also helps with the analysis of cash flow planning, employee benefits, and retirement services.

Matt holds the Financial Paraplanner Qualified Professional (FPQP®) through the College of Financial Planning. He is currently pursuing the CERTIFIED FINANCIAL PLANNER (CFP®) educational program through University of Virginia. 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.