Matthew S. Clement,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew S. Clement, CFP®

President

Emerald Retirement Planning Group, Inc.

18 Liberty Square Mall
Stony Point, NY 10980-2400
FINANCIAL ADVISOR'S WEBSITE
(845) 942-8578 CONNECT WITH Matthew
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General

Matthew Clement is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Emerald Retirement Planning Group, Inc. in Stony Point, NY and the surrounding communities.

Financial Advisor Experience

Matthew Clement is President and Lead Financial Planner at Emerald Retirement Planning Group, Inc. He works with individuals, families and small business owners throughout the United States. Matthew’s commitment to this profession is driven by his desire to make a meaningful difference in the lives of his clients. This is exemplified by Emerald’s mission statement, which is “to create life enhancing financial independence for our clients through improved perspective, improved behavior, and improved results.” Matthew is a Certified Financial Planner™ in good standing with the CFP Board of Standards, and is an active member of the Financial Planning Association. Matthew is also an Accredited Investment Fiduciary® having earned the AIF® Designation from the Center for Fiduciary Studies. He is proud to serve as Dave Ramsey’s SmartVestor Pro for the Hudson Valley and New York metro areas and has been working with the program overall since 2010. Matthew started Emerald Retirement Planning in 2004 and has more than sixteen years of experience in the areas of financial planning and retirement planning. He believes that the behavioral aspects of long-term planning will always be the primary determinants of the success of his clients, and therefore spends his time helping families with the areas of finance they can actually control. This focus makes him unique among the profession. He holds a B.S. in Business Administration and Finance from Fordham University Rose Hill and has a Certificate in Financial Planning from Fordham Lincoln Center. Professional Licenses and Registrations: FINRA Series 7, 63, 65, 24, Life and Health, Registered Principal, Investment Adviser Representative, and Registered Representative. Personal Background: Matthew is a Christian and a dedicated husband and father. He is proud to be an American and therefore enthusiastically supports liberty and capitalism. His interests include philosophy, behavioral finance, economic history, and human development. He is also a novice jogger (he dares not call it “running”) and a lifelong New York Mets fan. He grew up in Stony Point, NY and lives in Tomkins Cove, NY with his wife Gail and son Andrew.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY, NJ
  • Health/disability insurance: NY, NJ
  • Property/casualty: NY, NJ
  • Fixed annuities: NY, NJ
  • Variable annuities: NY, NJ

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities and investment advisory services offered through CANTELLA & CO., Inc. Member FINRA & SIPC. Investing involves risk and you may incur a profit or loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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