Matt Giorgi’s enthusiasm and dedication in helping people plan for a better financial future is clear to the members who seek his assistance. Throughout his career, Matt has provided hundreds of HVFCU members with financial guidance. As a Financial Consultant at HVFCU Financial Services, Matt is experienced in Asset Management, Retirement Planning, Tax Advantaged College Savings Programs and Estate Planning. He is also certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
In 2011, Matt was recognized as a top financial advisor and named to the LPL Financial Director’s Club. This distinction is based on an annual production ranking of the approximately 12,800 registered advisors nationwide who are supported by LPL Financial.
Matt’s mission is to offer members personalized options that allow them to make informed financial decisions. In addition to meeting personally with members, Matt also conducts a number of free, educational seminars and workshops on timely topics such as Social Security-More Than Meets the Eye, The Road to Recovery, Retirementology, and Estate Planning.
In 2012, Matt was the recipient of the Forty Under 40 Shaker Awards by the Dutchess County Regional Chamber of Commerce. This award is given to forty individuals under the age of forty who have demonstrated a strong committment to making the Hudson Valley region a better place to live and work. He is also an active member of HVFCU’s Community Involvement Committee, serving as Chairperson for special events that support local charity organizations.
Matt is working towards obtaining CFP® certification. The CFP® Board is professional regulatory organization acting in the public interest by fostering professional standards in personal financial planning. The CFP® Board establishes and enforces education, examination, experience and ethics requirements for CFP®.
Matt resides in Dutchess County with his wife and children.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA /SIPC. Insurance products offered through LPL financial or its licensed affiliates. Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
LPL Financial representatives offer access to trust services through The Private Trust Company N.A, an affiliate of LPL Financial.