Matthew Libby
Financial Advisor & Partner at Choice Wealth Advisors | Waterville, Maine, United States
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Matthew Libby is a dedicated CERTIFIED FINANCIAL PLANNER™ practitioner and a valued Financial Advisor & Partner at Choice Wealth Advisors. With a robust educational background, including a Bachelor of Science in Finance and a Master of Business Administration from Thomas College, Matthew combines academic rigor with practical expertise to deliver tailored financial solutions. His CFP® certification, obtained through the esteemed Financial Planning Program at the College for Financial Planning®, underscores his commitment to upholding the highest standards in financial advisory services.
At Choice Wealth Advisors, Matthew specializes in helping individuals and families navigate their financial journeys by identifying and prioritizing their unique goals. Whether clients aspire to fund private schooling, pursue higher education, celebrate significant life events, travel the world, invest in a vacation home, secure a comfortable retirement, or engage in philanthropic activities, Matthew's mission is to empower them to realize their dreams. His approach is characterized by a deep understanding of financial analysis, strategic planning, and program management, ensuring that each client receives a comprehensive and personalized financial strategy.
Matthew's expertise extends beyond mere financial planning; he excels in leveraging advanced tools such as Microsoft Excel and Microsoft Office to provide insightful business analysis and financial modeling. His leadership skills and public speaking abilities enable him to effectively communicate complex financial concepts, fostering a collaborative environment where clients feel informed and confident in their decisions. Through his commitment to excellence and a client-centric approach, Matthew Libby is not just a financial advisor; he is a trusted partner in achieving financial success and peace of mind.
Financial Advisor & Partner at Choice Wealth Advisors in January 2015 to Present
Commercial Credit Analyst at Androscoggin Bank in July 2014 to December 2014
Certified Personal Trainer at Somerset Sports & Fitness in August 2011 to July 2014
Coordinator at Somerset Sports & Fitness in August 2008 to July 2014
Financial Analysis Internship at Cianbro Corporation in May 2012 to August 2013
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Financial Analysis
Customer Service
Microsoft Excel
Program Management
Accounting
Microsoft Office
Microsoft Word
PowerPoint
Strategic Planning
Marketing
Project Management
Investments
Business Networking
Research
Business Analysis
Negotiation
Finance
Public Speaking
Leadership
Management
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Discover more about Choice Wealth AdvisorsWhat is Matthew Libby email address?
Email Matthew Libby at [email protected]. This email is the most updated Matthew Libby email found in 2026.
What is Matthew Libby phone number?
Matthew Libby phone number is +12078730996.
How to contact Matthew Libby?
To contact Matthew Libby send an email to [email protected]. If you want to call Matthew Libby try calling on +12078730996. (updated on September 13, 2024)
What company does Matthew Libby work for?
Matthew Libby works for Choice Wealth Advisors
What is Matthew Libby's role at Choice Wealth Advisors?
Matthew Libby is Financial Advisor & Partner
What industry does Matthew Libby work in?
Matthew Libby works in the Financial Services industry.
Matthew Libby Email Addresses
Matthew Libby Phone Numbers
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