Matt Trujillo, CFP®
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Partner and CERTIFIED FINANCIAL PLANNER™
Matt Trujillo, CFP®, is a Partner and a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® A team member since 2013 and a partner since 2021, Matt meets with clients as a Senior Financial Planner, serves on The Center’s Investment Committee, and frequently writes about financial planning and investment topics for The Center’s “Money Centered” blog. He has more than a decade of industry experience. Matt has also been named to the 2022 Forbes list of Best-in-State Next-Generation Wealth Advisors, which recognizes advisors from national, regional, and independent firms.*
Matt lives in South Lyon with his wife, Diane, and their sons, Luke and Gavin. The greatest among his many hobbies is his love for chess. He was the state of Michigan Chess Champion in 2010 (class E), 2011 (class B), and 2019 (Class A). In his spare time, he teaches chess classes for children in grades K-8.
EDUCATION:
Bachelor of Business Administration, Finance, Eastern Michigan University
Certificate of Financial Planning, College for Financial Planning
LICENSING & CERTIFICATIONS:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7 and Series 66 Securities Licenses
State of Michigan Life and Health Insurance Licenses
LEADERSHIP & COMMUNITY INVOLVEMENT:
Financial Planning Association of Michigan
Metro Detroit Financial & Estate Planning Council
Mentor at the Methodist Children’s Home for Boys
AREAS OF FOCUS & INTEREST:
Pro-active tax planning and managing tax liability for the next 3-5 years
Recreating a tax-efficient paycheck for clients in retirement
Social Security maximization
Pension analysis and maximization
Portfolio decumulation
Investment management and identifying how much risk is necessary to achieve financial goals
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors’ location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information and complete details on methodology, go to www.shookresearch.com.
Raymond James does not provide tax services. Please be sure to discuss tax matters with the appropriate professional.