Matthew D. Saneholtz,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew D. Saneholtz, CFP®

CFA, EA

Senior Wealth Advisor

Tobias Financial Advisors

1000 S Pine Island Rd, Suite 450
Plantation, FL 33324
FINANCIAL ADVISOR'S WEBSITE
(954) 424-1660 CONNECT WITH Matthew
  • linkedin link

General

Matthew Saneholtz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tobias Financial Advisors in Plantation, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Enrolled Agent

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Long-term Care

More

Helpful Financial Planning Resources