Matt Moyzis, CFP®, CAIA®

Matt recently joined Cornerstone Wealth in 2023 with nearly 20 years of experience in the financial services industry. Matt previously worked as a High-Net-Worth Advisor with Vanguard for 5 years. With a background in financial planning, investment management and derivatives trading, he brings a holistic approach to each client engagement.

As a Wealth Advisor holding the CERTIFIED FINANCIAL PLANNER™ and the Chartered Alternative Investment Analyst® certifications, Matt focuses on comprehensive financial planning for individuals and families. Matt focuses on retirement planning, investment management, estate planning and risk management. Matt also works with business owners to develop and implement financial planning strategies that include wealth transfer and estate tax optimization.