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Matt Sherbondy, MIMFA*

Matt Sherbondy, MIMFA*

Financial Advisor

Focus

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.

Background And Experiences

Before entering the financial services industry, I graduated from Slippery Rock University with a degree in Health Services Administration and worked as a Guardian of Estates with Ursuline Services. Now a Financial Advisor with the Alpharetta office of Ridge Capital Management Advisors, I take pride in working for a firm that puts you first.

I earned my Masters degree from Creighton University Heider College of Business in Investment Management and Financial Analysis (MIMFA).  The program’s areas of concentration are ethics and professional standards, financial statement analysis, portfolio management and performance management, risk management, and security analysis.

Comprehensive Investment Planning 

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We'll continue to work together through the years to keep your investment strategies aligned with your goals and needs.

Planning for Retirement 

Whether you're seeking tax-deferred growth for your personal investment portfolio or an attractive employee-benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs and IRA rollovers, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.

Away from Office 

My mission is to help each of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn't end there. I have been an active member of the local community for nearly 15 years. I am currently involved with Junior Achievement of Atlanta. Away from the office, I also enjoy golf, travel, and spending time with my children, family, and friends. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither First Allied Securities nor any of its representatives may give legal or tax advice.