Matthew Saneholtz
Matthew D. Saneholtz, CFA, CFP®, Financial Advisor
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Matthew D. Saneholtz, CFA, CFP®, Financial Advisor, has a wide range of duties at Tobias Financial Advisors which include delivering the various aspects of financial planning and investment advisory services to our broad client base. Matthew joined Tobias Financial Advisors in 2005 and works on all areas of wealth management for TFA clients. Prior to joining Tobias Financial Advisors, Matthew began his career as an equity trader.
Matthew was awarded a certificate in Financial Planning from Boston University's Center for Professional Education in 2006. He successfully passed the CERTIFIED FINANCIAL PLANNER™ Exam in November 2006. Upon fulfillment of the experience requirements, Matthew was granted the designation of CFP® Professional in October 2008.
In 2011, Matthew earned the Chartered Financial Analyst designation; this is a professional mark of distinction which requires the passing of three rigorous exams in addition to having four years of investment/financial career experience. Matthew is a member of the CFA Institute and the CFA Society of South Florida.
Matthew is President of The Financial Planning Association of Greater Fort Lauderdale and is also a member of the organization's annual conference committee.
Matthew has appeared on a CBS4 (WFOR-TV) news report, South Florida's local CBS affiliate and has also participated in CBS4 Neighbors for Neighbors Financial Advising Phone Banks. Additionally, Matthew has been quoted in the Miami Herald and the South Florida Sun-Sentinel.
In 2002, Matthew received University Honors when receiving his Bachelor of Science in Business Administration from Carnegie Mellon University with a double major in Finance and Economics.