Matthew E. Chope, CFP®
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Matthew Chope, CFP® named to Forbes Top State-by-State Advisors List for 2022 in Michigan.
Partner and CERTIFIED FINANCIAL PLANNER™
Matthew E. Chope, CFP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® Matt earned a place on Forbes’ Best-In-State Wealth Advisors List in Michigan¹ in 2022 for the fourth consecutive year. Active in the financial planning profession since 1990, he is a Registered Representative and Registered Principal with Raymond James Financial Services (RJFS).
In addition to helping individuals and families with financial planning, Matt also works with local corporations and non-profits on strategic planning and business management decisions. During his career, Matt has been a trusted source for investment-related newspapers and magazines.
Matt has taught accredited continuing education classes for life insurance agents in the areas of investments and markets. A past trustee for the Southfield Community Foundation, Matt was part of the Foundation’s Investment Committee until it merged into a much larger foundation. He oversees and manages several local endowments. He is a member of the Financial Planning Association of Michigan, The Estate Planning Council of Metro Detroit, and the CFA Society Detroit.
Matt is fascinated by economics and the financial markets, and even more by how people interpret them. He is intrigued by people's decision-making processes around money and the field commonly known as behavioral finance. In his experience, Matt believes this is where quality Financial Planners are truly able to help people in life.
Matt lives in Farmington Hills and frequently visits clients and friends in Arizona and Florida. He is an avid beach volleyball player and enjoys all things active and outdoors.
EDUCATION:
Master’s degree, Financial Planning, College for Financial Planning
Bachelor’s degree, Finance, Eastern Michigan University
CERTIFICATIONS & LICENSES:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7, Series 63, and Series 24 Securities Licenses
¹ The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK® Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.