Meet the Team

Matthew Bernocchi

Matthew Bernocchi, CFP®

Associate Wealth Advisor


  • Operations Management and Finance, The University of Scranton


Matt is an Associate Wealth Advisor and has been supporting families, high-net-worth individuals and companies since 2017. He specializes in financial planning, strategic wealth preservation and portfolio management. As an advisor and Certified Financial Planner (CFP®) Practitioner, Matt assists clients by guiding them through the financial planning process, educating them on investments, building out a cash flow budget, and finding comfortable solutions to meet their goals.

Matt graduated from The University of Scranton with a degree in Operations Management and Finance.

On a personal note, Matt enjoys skiing, golf, reading and listening to podcasts.

Awards & Honors

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