Matthew Sandberg, CFP®

Wealth Advisor
Matthew Sandberg

As a Wealth Advisor & CERTIFIED FINANCIAL PLANNER™ Practitioner, Matthew focuses on holistic financial planning to assist clients in building their future and legacy. From planning for retirement to saving for college, Matthew specializes in developing comprehensive strategies to help clients reach their financial goals and deliver them a peace of mind.

Prior to joining Cornerstone in 2016, Matthew worked as an analyst in the financial services industry for Fiserv. In his free time, Matthew and his wife Taylor can be found spending time on Lake Norman or hiking with his growing family and golden retriever Dixie.

Areas of Focus

  • Comprehensive Financial Planning

  • Budgeting & Debt Reduction

  • Retirement Planning

  • Investment Management

  • Risk Management

  • Estate Planning

Education

  • The University of North Carolina at Chapel Hill: BA- Exercise and Sports Science, BA- Economics

  • Wake Forest School of Business –CERTIFIED FINANCIAL PLANNER™

Professional Credentials

  • CERTIFIED FINANCIAL PLANNER™ Practitioner

Securities Exams Passed:

  • Series 66-General Securities Representative Exam

Insurance Licenses

  • Life, Accident & Health

  • Long-Term Care & Medicare Supplement