Matthew  DeFelice,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew DeFelice, CFP®

Managing Director

US Financial Services, LLC

375 Passaic Avenue, Suite 100
Fairfield, NJ 07004
(973) 882-3600


Matthew DeFelice is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at US Financial Services, LLC in Fairfield, NJ and the surrounding communities.

Financial Advisor Overview

In addition to providing comprehensive financial planning services to individuals and business owners, Matthew has spent nearly a decade focusing on servicing the needs of physicians. Like most business owners, physicians have a unique set of requirements when it comes to wealth management. From managing their investments to disability protection, Matthew has been successful in identifying solutions specific to doctors and their families. Matthew has served as an advisor for the Trusted Source NetworkSM, a network of professionals who have been diligently vetted and approved by the American Medical Association Insurance Agency. This elite network was developed to provide physicians with concierge service and financial advice from deeply experienced and highly respected professionals. Additionally, Matthew is currently an approved member of the Physicians Benefit Network (PBN), where he has earned privileged access to a number of exclusive marketing agreements with national associations for specialty-specific disability insurance. The PBN is a nationwide group of top physician advisors who serve over 10,000 physician clients, assisting them with evaluating specialty-specific disability insurance, life insurance, asset protection, investment solutions, and financial planning services. He is also a member of the New Jersey Chapter of the Financial Planning Association.


Financial Advisor Experience

Matthew DeFelice, CFP(R) has over 22 years of experience in the financial services industry and is the Managing Director at U.S. Financial Services, LLC. Matthew attained his bachelor's degree in finance from Fordham University in 1992, and before joining forces with U.S. Financial Services, LLC, ran his own financial planning practice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), Member FINRA/SIPC. NFPAS is not affiliated with US Financial Services, LLC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources