Matthew Cleary

CFP®

Financial Planner

Professional Experience

Matt’s interest in following financial markets drew him to a career in the financial services industry. With more than a decade of industry expertise focused on financial planning, he finds joy in witnessing his clients achieve the milestones they planned together years ago.

Prior to working at Sentinel, Matt worked in a similar capacity as a Financial Consultant with ETRADE and Morgan Stanley.

In his free time, Matt enjoys golf, basketball and spending time with his wife Gina.

Educational Background & Certifications

  • Clark University – Bachelor of Arts – Management
  • FINRA Series 7 & 66
  • The Commonwealth of Massachusetts – Life, Accident & Health Insurance Licenses
  • CERTIFIED FINANCIAL PLANNER™

Hometown

Weld, Maine

Out of the Office

When Matt isn’t at home with his wife Gina, he spends his time hiking and enjoying the outdoors as well as participating in his favorite sports: golf and basketball. 

Check the background of this investment professional on the SEC’s Investment Advisor Public Disclosure website

Personal Quote

““It’s an honor to be entrusted with the most important goals and visions that families and business owners have for themselves. I take that seriously and strive to provide a thorough and educational planning experience.””

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