Speaker Bios

Matt Daley

Matt Daley is a Partner & Senior Financial Planner at DecisionPoint Financial. Matt lives in Gig Harbor, Washington where he services wealth management and institutional clients. Matt also plays an important role in building and presenting financial plans for DecisionPoint’s clients.

Matt began his career in financial services at a private wealth management firm in 2015. He earned his Bachelor’s in Personal Financial Planning from Utah Valley University, one of the top CFP® Board-Registered Programs in the country, graduating Magna Cum Laude. Matt is FINRA Series 65 licensed, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Accredited Investment Fiduciary (AIF®).

Matt and his wife Anna Marie love spending time traveling, skiing, being outdoors and spending time with their four children. Matt is an avid outdoorsman and he grew up in the mountains hunting, fishing, and hiking. You can often find him fishing for salmon in the South Sound, or on the golf course.

www.dp457b.com

Speaker's Classes Present/Past

2023

Financial Independence at Retirement

DecisionPoint will discuss and review key topics surrounding financial readiness, and why it’s so important to start planning today. Discussion points will include ways to incentivize your members to save early and often, the importance of having a financial plan, and will include real stories from Washington State fire service families.  Learn what how...