Anthony Matteo
CFP®
SageVest Wealth Management
Financial Advisor
Anthony Matteo
CFP®
SageVest Wealth Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Anthony Matteo, CFP®
Fee-Only financial planner located in McLean, VA, serving clients locally and across the country
Meet Anthony Matteo
Anthony Matteo, CFP®, serves as a Financial Advisor with SageVest Wealth Management. He works closely with clients to understand their financial goals, gather relevant financial information, prepare planning projections, evaluate appropriate financial strategies, review tax considerations and align strategies with client investment portfolios. Anthony effectively communicates various financial and account updates, ensuring strategies are presented in clear terms to meet the client’s goals.
As a member of the Investment Committee, Anthony conducts research and participates in quarterly investment meetings. Anthony oversees investment management reporting efforts for SageVest clients.
Anthony joined SageVest Wealth Management post his graduation from Virginia Polytechnic Institute and State University where he earned a Bachelor of Science (BS) in Finance, with a concentration in financial planning. He received the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from the CFP® Board of Standards.
Anthony is an active member of the Financial Planning Association (FPA). He is also affiliated with The National Association of Personal Financial Advisors (NAPFA).
Anthony Matteo is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Anthony Matteo is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Anthony Matteo
Office Locations:
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1320 Old Chain Bridge Road
Suite 250
McLean, VA 22101
