Matthew Hannum, CFA®, CFP®

  • Matthew Hannum, CFA®, CFP®

    Matthew Hannum, CFA®, CFP® is a senior associate for Sterling Financial Planning, Inc. Matt has been a critical part of the Sterling team for 15 years. He has proven to be invaluable in both investment management and financial planning.

    Matt creates tailored financial plans designed to fit the specific needs of each client. Through the planning process Matt is able to organize each client’s financial life—partnering with clients to meet their goals and objectives. He keeps a keen eye on the development and ongoing management of each client’s investments.  Matt has been a Certified Financial Planner™ (CFP®) practitioner since 2006 and Chartered Financial Analyst (CFA®) since 2012. He is highly involved in the firm’s portfolio development and investment management process. 

    A lifelong Sussex County resident, Matt is devoted to serving his community. He was named to the Newton Medical Center Board of Trustees where he serves on a number of committees. After 6 years on the board of directors, Matt served as 2014 president of the Newton chapter of Rotary International and continues to be an active member. He also serves on the Sussex County Planning Board and is a member of the Sussex County Chamber of Commerce.

    Matt holds licenses in life, accident, and health insurance. He is a member of the Financial Planning Association.

    Matt is a graduate of the Pennsylvania State University where he earned a Bachelor of Science degree in Finance and International Business. He currently resides in Sparta, New Jersey. In 2016 he and his family were featured in the local magazine, Sparta Living. He enjoys a number of outdoor activities as well as spending time with his wife, Kate, and 3 daughters, Juliana, Natalie, and Caroline.

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Phone: 973-729-1234

Fax: 973-729-8079

info@sterlingadvice.com

60 Blue Heron Road, Suite 201
Sparta, NJ 07871-2608

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