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Matthew Olver, CFP®, AEP®, CEPA

Matthew Olver, CFP®, AEP®, CEPA

Senior VP & Wealth Advisor

Followers of Matthew Olver, CFP®, AEP®, CEPA289 followers
location of Matthew Olver, CFP®, AEP®, CEPACleveland, Ohio, United States

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  • Timeline

  • About me

    Partner, Client Advisor at Cerity Partners

  • Education

    • Gates-Chili

      -

    • John Carroll University

      1993 - 1997
      BA Economics

  • Experience

    • Spero-Smith Investment Advisers, Inc.

      Jun 1997 - Oct 2016
      Senior VP & Wealth Advisor

      Fee-only wealth management firm acquired by HPM Partners (now Cerity Partners) in October 2016.

    • Cerity Partners

      Sept 2016 - now
      Partner, Client Advisor

      All the experts. One point of contact. Objective financial advice. Tailored to you.

  • Licenses & Certifications

    • CFP

      CFP Board
      May 2001