Matt Stebnicki, CFP®, MBA Stebnicki Financial Planning LLC

Contact this advisor

About Matt Stebnicki, CFP®, MBA

Matt Stebnicki, MBA, CFP® serves as the Founder, Owner and Principal Officer of Stebnicki Financial Planning LLC. His passion is helping his clients make smart financial decisions that will help them reach their life goals. Matt has been been practicing financial planning for over 20 years. He was an Associate with Standard & Poor’s and held management positions at several Bay Area Tech Companies. Matt earned his bachelor’s degree in Economics from Cornell University in 1998 and earned an MBA with a focus in Finance from Duke University in 2004. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and a fiduciary, which means he will always puts his client’s interests first.

Contact this advisor

Ideal Clients

  • Business Owners
  • Gen X
  • Retirement Planning
  • Technology Professionals

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $250+/hr
  • Assets Under Management: 0.95%

SEC Records

Loading...