Matt Goward, Cfp®
About Matt Goward, Cfp®
Matt Goward, CFP®, serves as Vice President of Wealth Management and Financial Advisor at UBS Financial Services Inc., where he specializes in financial planning for start-up founders and employees. He has been with the firm since 2015 and holds a Bachelor's degree in Political Science from the University of Massachusetts Dartmouth.
Work at UBS
Matt Goward serves as Vice President in Wealth Management at UBS Financial Services Inc. He has held this position since 2015, accumulating nine years of experience in the financial services sector. In his role, he collaborates with a team of specialists to address planning issues specifically for start-up founders and employees. His focus is on delivering tailored financial advice that helps clients navigate the complexities of financial planning within the start-up ecosystem.
Education and Expertise
Matt Goward earned a Bachelor's degree in Political Science from the University of Massachusetts Dartmouth, where he studied from 2008 to 2012. His educational background provides a foundation for his expertise in financial planning. He specializes in advising start-up founders and employees, emphasizing personal planning strategies that benefit future generations.
Background
Matt Goward has developed a career centered around financial advisory services, particularly within the start-up sector. His experience includes working closely with individuals in the start-up ecosystem, focusing on their unique financial planning needs. This background enables him to provide insights that help clients avoid common financial missteps.
Achievements
In his role at UBS, Matt Goward has established himself as a knowledgeable resource for start-up founders and employees. He is recognized for his ability to provide personal planning advice that addresses the specific challenges faced by individuals in the start-up environment. His commitment to helping clients plan for future generations is a key aspect of his professional focus.