As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you can have more options when you retire, regardless of what you decide to do.
I earned bachelor's degrees in finance and investment management from Duquesne University in Pittsburgh. I also earned an MBA in finance from Duquesne University. In addition, I received the CFP® professional designation in 2017 and the AAMS® professional designation in 2011.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Joanna, and I have been married 11 years and have three children, Matthew, Anna and Rocco. I am an active member of the community, serving as board member and current member of the Norwin Chamber of Commerce and past president and past board member of the Norwin Rotary.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Business Retirement Plans
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
Office Address200 2nd St
Irwin, PA 15642 opens in a new window
Phone NumberMatt Wirtz at (724) 864-6214
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