Matthew C. Kapanek
Matthew C. Kapanek
Matthew is one of the Wealth Managers working with The Financial Guys in order to provide the requisite expertise, counseling and planning involved in navigating the complex challenges being faced
by affluent individuals, families and non-profit entities throughout the area.
On a constant search to utilize quality and cost efficient investments around the globe for his clients, Matthew specializes in the development of custom tailored investment approaches designed to
integrate with and work in conjunction with their financial planning framework.His approach centers around asset allocation and diversification*, striving to obtain the goal in client portfolios of earning the
reward they are entitled to commensurate with their accepted level of risk. In addition he employs some successful tactical strategies gained during his previous experience teaching quantitative finance at the
collegiate level in order to minimize the impact of market losses on clients portfolio’s during volatile periods.
Matthew is a sought after financial speaker throughout the area having performed community and corporate workshops designed to improve the overall financial literacy and economic decision making
of all attendees. From time to time Matthew has also been a featured guest speaker for the local news stations helping their viewers to understand what is going on in the economy and what they can do about it during what certainly have been turbulent times in recent years.
Prior to joining the Financial Guys, Matthew began his career with Ameriprise Financial Advisors where he was in charge of recommending and executing the investment strategies for a very large practice in the area. As Matthew continued to search the globe for high quality and cost effective investment tools for his clients, he ultimately decided that a fully independent approach free of any proprietary products and conflicts of interest would be required to advise his clients with their best interests at heart. With this in mind, Matthew left to join NEXT Financial Group Inc and the Financial Guys in 2007.
Matthew was awarded a degree from St. Lawrence University as an economics major and has been a firm believer in self improvement since that time. In addition to taking retirement and investment planning courses through the American College for Financial Planning, Matthew is also a candidate in the prestigious Chartered Financial Analyst program offered through the CFA institute. Matthew currently holds his Series 7 and 66 securities licenses as well as his NYS Life, Accident and Health Insurance licenses. He has also been certified by the NYS Partnership for LTC to offer partnership participating long term care insurance.
When Matthew is not busy here at the office he can be found on the sidelines as a high school football coach in the area. He also is active in a long list of civic and charitable activities and is currently serving as President of the Kensington Lions Club.
*Diversification does not guarantee against market losses. Is a method used to help manage investment risk