Matt founded Paladini Financial Management (PFM) in 2006, a planning and investment advisory firm that primarily serves dental professionals in all aspects of their business and personal financial affairs. Matt founded PFM to provide its clients with unbiased customized financial guidance in a high-touch manner to fulfill each client's individual planning needs. PFM is a fee-only planning Firm that serves its clients as a fiduciary, which means our advice and guidance are always in the client's best interest.
Matt began his financial planning career with two fee-only planning organizations. In August 1998, Matt joined the international accounting firm of Ernst & Young, LLP. There, he spent four+ years in their Personal Financial Counseling/Investment Advisory Services group, a division of the Firm's tax department. At Ernst & Young, Matt provided financial advice to corporate executives and high-net-worth business owners. Areas of specialized focus at E&Y included investments, stock options, tax strategies, and estate planning.
In 2002, Matt joined Cain Watters & Associates, where he focused on personal financial planning services for self-employed individuals, primarily dentists and other healthcare professionals. In addition to dental-specific personal financial planning services, business valuations, and practice transitions, he provided specialty services to the Firm's retired clients, including investment management, distribution planning, tax consulting, and estate tax avoidance and transfer planning services.
Matt received his Bachelor of Business Administration in Finance from the University of North Texas. He is a CERTIFIED FINANCIAL PLANNER™.