Wealth Planning

6 Groups Impacted by the SECURE Act

February 13, 2020

Matthew Sharp
Matthew Sharp

Senior Manager in Wealth Management, Partner

Matt is a Senior Manager in Wealth Management out of the San Francisco office. He joined Aspiriant in 2017 as an associate in Wealth Management and has over seven years of experience serving high net-worth individuals and families within the financial services industry.

Prior to joining the firm, Matt spent a few years working as an associate advisor at a wealth management firm based out of Boston.

Matt earned a B.S. in Business Management from Siena College. He earned his CFP® certification in 2018.

Matt is originally from the Boston area but moved to San Francisco in 2017 when he joined Aspiriant. In his free time, he enjoys anything that keeps him active and outside, particularly running and skiing.

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