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Our financial advice team


Matthew L Staples

Matthew L Staples

MBA, MST, CFP®, APMA®

Financial Advisor

Houser & Plessl Wealth Management Group
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Interests

In my free time, I enjoy spending time with my family and my two children. I also coach my son's club soccer team and enjoy physical activity. I also perform live music - both percussion and vocals!

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Master of Business Administration, Clarkson University, Potsdam, New York
  • Master of Science, Taxation and Financial Planning, Widener University, Chester, Pennsylvania
  • Bachelor of Science, Accounting and Communications, Muhlenberg College, Allentown, Pennsylvania
Newsletter

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Community participation

Volunteer Coach and Manager with South Parkland Youth Association Soccer Club Team - SPYA 2009 Trojans