Matt Daley
CFP®, AIF®
DecisionPoint Financial
Senior Associate & Financial Planner
Matt Daley
CFP®, AIF®
DecisionPoint Financial
Senior Associate & Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matt Daley, CFP®, AIF®
From our Mesa, Arizona office we serve the surrounding communities of Gilbert, Chandler, Tempe, Scottsdale, and Phoenix. From our Gig Harbor, Washington office we serve the surrounding communities of Port Orchard, Tacoma, Puyallup, Graham, and Olympia.
DecisonPoint Financial is a Fee-Only financial planning firm with offices in Mesa, AZ and Gig Harbor, WA specializing in comprehensive financial planning, investment management, and 401(k), 403(b), 457(b), 401(a), and Cash Balance plans for private and public employers in Arizona, Washington, and throughout the Country. Our team of CFP® Professionals work with business owners, executives, medical and legal professionals, retirees, families, and Washington State fire fighters. We serve as an ERISA 3(38) Investment Manager and an ERISA 3(21) Advisor on over 60 qualified retirement plans. We are a CEFEX Certified firm which means we adhere to the highest and strichtest fiduciary standards in our industry.
Matt Daley is a Senior Associate and Financial Planner at DecisionPoint Financial. Matt lives in Gig Harbor, Washington where he services wealth management and institutional clients. His primary responsibilities include financial analysis, portfolio management, trading and research. Matt also plays an important role in building and presenting financial plans for DecisionPoint’s clients.
Matt began his career in financial services at a private wealth management firm in 2015. He earned his Bachelors degree in Personal Financial Planning from Utah Valley University, one of the top CFP® Board-Registered Programs in the country, graduating Magna Cum Laude. Matt is FINRA Series 65 licensed, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Accredited Investment Fiduciary (AIF®).
Matt and his wife Anna Marie love spending time traveling, skiing, being outdoors and playing with their new baby daughter. Matt is an avid outdoorsman and he grew up in the mountains hunting, fishing, and hiking.
Matt Daley 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.
As legal fiduciaries to our clients, we believe that our obligation to act in our clients' best interests is a sacred duty. We also believe that good investment advice must accompany a sound financial plan. Only after we understand our clients' financial goals, income needs, tax challenges, retirement time horizon, hopes, dreams, and fears...can we truly guide their investment decisions. We believe that financial planning is an on-going process and not a single event.
DecisionPoint Financial offers our individual and institutional clients the following accreditations, certifications, experience, and areas of true expertise:
- Fee-Only Registered Investment Advisor (RIA) with the SEC
- CEFEX Certified Firm
- National Association of Plan Advisors (NAPA) Member Firm.
- The National Association of Personal Financial Advisors (NAPFA) - Registered Financial Adivisor
- Financial Planning Association (FPA) Member
- Every client assigned a CERTIFIED FINANCIAL PLANNER™ as a lead advisor
- ERISA 3(38) Investment Manager and ERISA 3(21) Advisor with expertise in implementing and managing 401(k), 403(b), 457(b), 401(a), and Cash Balance plans
- We manage over $125 million in 457(b) deferred compensation retirement assets for fire departments in the State of Washington.
- We have taken over 500 fire service families through the financial planning process
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Matt Daley is a NAPFA Associate MemberThe 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.
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Matt Daley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Matt Daley is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Contact Matt Daley
Office Locations:
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5727 Baker Way
Suite 107
Gig Harbor, WA 98332 -
2812 N. Norwalk
Suite 116
Mesa, AZ 85215
