Matthew Saneholtz
CFP®, CFA®, EA
Tobias Financial Advisors
President and Senior Wealth Advisor
Matthew Saneholtz
CFP®, CFA®, EA
Tobias Financial Advisors
President and Senior Wealth Advisor
Working together, building trust, forming long-lasting relationships, and helping my clients fulfill their financial goals is why I went into financial planning. - Matthew Saneholtz, CFP®, CFA®, EA
Fee-Only Financial Advisor serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami
Matthew Saneholtz is a Plantation, FL fee-only financial planner. Tobias Financial Advisors provides financial and life planning, management of investment assets, and an array of financial planning functions to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Saneholtz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matthew D. Saneholtz, CFA, CFP®, EA joined Tobias Financial Advisors over fifteen years ago. During his time at Tobias Financial Advisors, Matthew has tackled a wide range of duties. Currently, Matthew serves as a Senior Wealth Advisor and is a co-owner of the company. Among his many responsibilities at the firm, Matthew provides financial planning and investment advisory services to our broad client base.
While employed with Tobias Financial Advisors, Matthew has pursued and secured several prestigious designations. These credentials allow him to uniquely service our client base. In 2008, Matthew earned the certification of CFP® Professional. In 2011, Matthew achieved the right to use the Chartered Financial Analyst designation. This designation is widely regarded in the global financial market for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. With less than 200,000 CFA Charterholders worldwide, this is truly a mark of distinction. Since earning this designation, Matthew has been a member of the CFA Institute and the CFA Society of South Florida. In 2012, Matthew attained Enrolled Agent status, which allows him the privilege to practice before the Internal Revenue Service.
Along with his involvement in the CFA groups, Matthew is a current member of The National Association of Personal Financial Advisors. Matthew is also currently a board member of the West Broward Estate Planning Council. Additionally, he is actively involved and in 2018 was the co-chair for the Food Allergy Research and Education’s (FARE) Southeast Florida Food Allergy Heroes Walk. Previously, Matthew served as president (2012) of The Financial Planning Association of Greater Fort Lauderdale. In 2016, Matthew was inducted to and is a current member of the Rotary Club of Weston, Florida. As well, Matthew serves as a board member of the Carnegie Mellon South Florida Alumni Chapter. He remains quite proud of his days as a Carnegie Mellon Tartan and his role as team captain on the University’s football team. Matthew earned his B.S. at Carnegie Mellon in 2002 with a double major in Finance and Economics.
Matthew has been quoted in the South Florida Sun-Sentinel, the Miami Herald, InvestmentNews, NerdWallet.com and on CNBC.com. Additionally, Matthew has appeared on a CBS4 (WFOR-TV) news report, South Florida’s local CBS affiliate, participated in CBS4 Neighbors for Neighbors, Financial Advising Phone Banks, and was featured on an episode of Joy in Our Town produced by TBN (WHFT-45) Miami.
When Matthew is not helping clients master their financial lives, he enjoys spending time with his wife and two daughters, traveling, and enjoying a wide variety of sports and recreational activities.
To learn more about his services as a financial planner and/or to contact him, please call 954-424-1660
Matthew Saneholtz 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.
Like many of Tobias Financial Advisors’ clients, our founder, Ben Tobias, had a goal. His goal was to build a business with other compassionate advisors who are enthusiastic about seeing their clients achieve better financial futures. With over 40 years in the industry, Tobias Financial Advisors prides itself on developing long-lasting relationships with their select group of clients. These relationships are the cornerstone of our firm’s ability to live our mission to inspire, educate, and prepare our clients so they can live the lives they want.
All Tobias Financial Advisor’s Financial Planners are required to hold the CERTIFIED FINANCIAL PLANNER™ designation, a sign of distinction in the industry. As a fee-only investment manager, our financial advisors are beholden to no one other than our clients. We are fiduciaries and legally obligated to put your best interests first. We are committed to providing unbiased financial advice and acting exclusively in the best interest of our clients. As a founding member of the Institute of Fiduciary Standard’s first class of Real Fiduciary™ Advisors, we are proud to adhere to the most rigorous standard of practices in the advice industry.
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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Matthew Saneholtz 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.
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Matthew Saneholtz 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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Matthew Saneholtz is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Matthew Saneholtz is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Matthew Saneholtz is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Matthew Saneholtz is a Member of the Rotary Club of Weston
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Matthew Saneholtz is Quoted in Financial Advisor Magazine: "How To Fix A Common Client Problem: Too Little Insurance Protection"
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Matthew Saneholtz is Quoted in InvestmentNews: "Succession plan success story"
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Matthew Saneholtz is Quoted on NerdWallet.com: "Stock Trading vs. Investing: What’s the Difference?"
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Matthew Saneholtz is Quoted in Citywire: "Wealth transfer: Inside a Florida RIA's successful succession"
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Matthew Saneholtz is Quoted in MarketWatch: "Should I Roll Over My 401(k) When I Move To a New Job..."
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Matthew Saneholtz is quoted on CNBC: "After 50, growing a nest egg gets easier"
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Matthew Saneholtz is Featured in the SunSentinel: "South Florida credit card balances fall 13.5% in year"
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Matthew Saneholtz and His Wife Assist and Promote the Annual Food Allergy Heroes Walk of South Florida
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Matthew Saneholtz is Quoted in the Wall Street Journal: "How to Make Money Decisions When the Future Is Uncertain"
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Matthew Saneholtz is Quoted on CNBC: "40-plus? It’s not too late to start saving"
Contact Matthew Saneholtz
Office Locations:
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1000 S Pine Island Rd
Suite 450
Plantation, FL 33324
