Onboarding & Integration Advisor

Matt Spezialetti, CFP®, CFA

Knowing that he is serving clients by doing what’s in their best interest is paramount to Matt Spezialetti. That fiduciary standard of responsibility motivates him to provide the best service possible while helping clients create and build a long-term financial plan.

Matt serves as an onboarding & integration advisor in Buckingham’s Wyomissing office. He works with wealth advisors to ensure clients’ needs are met through rebalancing portfolios, determining allocation strategies and overseeing account requests. Matt’s passion is serving many individuals — including those who might not trust the financial industry or who are too overwhelmed to even get started. He finds it rewarding to help them answer important financial questions and give them confidence that they’re on the right path to meeting their goals.

Previously, Matt served as a portfolio advisor for Herbein Wealth Management, which joined Buckingham in 2016. Before entering the financial services industry, Matt worked in media relations for the Reading Phillies and the Charlotte Knights.

Matt earned a bachelor’s degree in communication from La Salle University and a master’s degree in investment management from Temple University. He also holds the Certified Financial Planner™ professional and Chartered Financial Analyst designations, along with a Series 65 securities license.

Matt serves on the board of Berks Connections and Pretrial Services, is a member of the executive board of Family Guidance Center and is a Financial Committee member of the West Reading Borough. He is also a member of the CFA Society of Philadelphia, as well as the Greater Reading Young Professionals.

Let's look at the big picture, together.