Matthew Zambito is a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Public Accountant. He specializes in working with clients in planning their financial goals through wealth and risk management and retirement, tax and estate planning. He is a Registered Principal with LPL Financial (LPL), the nation’s leading independent broker-dealer. Through LPL he offers access to a variety of investments to clients after determining their risk tolerance level, investment objectives and time horizon. Investments are offered through commission and fee-based advisory platforms through Matt’s Investment Advisor Representative relationship with LPL. Clients, located in 12 states, are provided a formal annual or semi-annual review of their portfolio, in addition to phone reviews as needed. Clients may also call any time with questions on their accounts. He provides client’s 24/7 online access to accounts via LPL Account View and regularly emails clients with client approved market updates.
Matt is an insurance producer in New Jersey and through Zambito Financial Services Corp., provides life, disability and long-term care insurance to clients. Through a non affiliated entity, Matthew Zambito, CPA, provides tax preparation and consultation.
Matt’s undergraduate degree is in business/accounting, with an additional concentration in economics. He has a master’s degree in taxation and is a former instructor in the CFP® education program at Fairleigh Dickinson University. Matt must attain continuing education credits each year to maintain his securities, insurance, CPA & CFP® licenses and designations.