Matthew J. Cruz, AIF®, CRPS®
Conferred by the College for Financial Planning
Accredited Investment Fiduciary
Born and raised in Poughkeepsie, New York, Matthew has been a lifelong resident of the Dutchess County area. He graduated cum laude from the State University of New York at Geneseo with a BS in Business Administration.
As a wealth advisor, Matthew makes the complicated simple by educating his clients so they can feel more confident about the decisions they make regarding their financial health. He also works closely with business owners and plan sponsors to oversee and help service their retirement plans, including plan design consulting, investment due diligence, investment research and employee assistance and education.
He is an Accredited Investment Fiduciary (AIF®) and College of Financial Planning Graduate who holds the Charted Retirement Plans Specialist (CRPS®) designation.
Matthew believes deeply in giving back to the community and is an active member in the Hyde Park Rotary Club. He also enjoys cycling, golf, volleyball and spending time outdoors
Matthew and his wife Kate reside in Hyde Park, NY with their three children.