Matthew Sandberg, CFP®

Wealth Advisor

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Written by Matt Sandberg

A Simplified Financial Planning Playbook for New Physicians, Dentists, and Attorneys

Areas of Focus

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

As a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ Practitioner, I specialize in holistic financial planning to help clients build their futures while preserving their legacies. Whether planning for retirement, saving for college, or navigating complex financial decisions, I focus on creating comprehensive strategies tailored to each client’s goals. My ultimate aim is to provide financial clarity and peace of mind at every stage of life.

Before joining Cornerstone Wealth in 2016, I gained valuable experience as an analyst in the financial services industry at Fiserv, where I developed a strong foundation in data-driven financial solutions. Today, I’m proud to work closely with clients to deliver thoughtful, goal-oriented plans that align with their values and aspirations.

Outside of work, My wife Taylor and I along with our kids Ellie & Jordan enjoy spending time on lake and exploring the outdoors with our golden retriever, Dixie.