Matthew D. Sobocinski
- CFP
- Managing Partner
Matthew is a CERTIFIED FINANCIAL PLANNER™ practitioner and Managing Partner, having worked in the financial-services industry for over 20 years. He enjoys helping his clients pursue their life goals through sound investment, retirement and education planning. Throughout his career, he has helped many families and business owners to plan for and work towards their retirement goals.
From 2002-2003, Matthew was the co-host of “Financial Fitness,” a weekly radio show broadcast in the Baltimore/Washington, D.C., metropolitan area. He was a Vice President- Investments for Legg Mason Wood Walker in Annapolis before founding Private Wealth Partners, LLC, in 2005. He also worked as a Senior Retirement Advisor with Royal Alliance Associates and did tax and audit work with Whelan, Barsky and Graham as a Certified Public Accountant.
In addition to his CFP® certification and CPA designation (non-practicing), Matthew holds a bachelor’s degree in accounting and finance from the University of Maryland. He and his wife, Denise, live in Severna Park with their four children, Calvin, Amy, Jake, and Leo.
From 2002-2003, Matthew was the co-host of “Financial Fitness,” a weekly radio show broadcast in the Baltimore/Washington, D.C., metropolitan area. He was a Vice President- Investments for Legg Mason Wood Walker in Annapolis before founding Private Wealth Partners, LLC, in 2005. He also worked as a Senior Retirement Advisor with Royal Alliance Associates and did tax and audit work with Whelan, Barsky and Graham as a Certified Public Accountant.
In addition to his CFP® certification and CPA designation (non-practicing), Matthew holds a bachelor’s degree in accounting and finance from the University of Maryland. He and his wife, Denise, live in Severna Park with their four children, Calvin, Amy, Jake, and Leo.
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*Certified Financial Planner (CFP®)
A Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNER™, or CFP® professional certification has demonstrated skill in analyzing and developing personal long-term financial strategies. A CFP® has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice and skill-based approach distinguish CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client’s financial life.