Matthew R. DiPuppo, MSPFP, CFP®, AWMA® CRPC®

With over a decade of experience in the financial services industry, Matthew is focused on helping others build, manage and preserve their wealth. Utilizing a holistic approach allows him to build an integrated plan for his clients as they work towards achieving their financial goals.

In addition to having earned his Masters of Science in Personal Financial Planning from The College for Financial Planning, Matthew is also a CERTIFIED FINANCIAL PLANNER™ professional. This certification comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, as well as in the CFP Board's Standards of Professional Conduct, which are rigorously enforced. 

Matthew is an active member of the community. He is a member of the Montgomery County and Mainline Chamber of Commerce where he is currently a chamber ambassador. He is also an active member of the Conshohocken Plymouth Whitemarsh Rotary and often volunteers for various community service projects. 



Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. 1438960-122020


Phone (610) 275-5634