Matthew Holbrook, CFP®

Matthew is a seasoned financial planner with over 20 years of experience in banking and private wealth management. As a Certified Financial Planner™ (CFP®) professional, he is deeply passionate about helping clients navigate their financial journeys. After more than two decades in the industry, he founded Coastline Wealth Advisory to gain the independence necessary to act in his clients' best interests, providing personalized and comprehensive wealth management solutions.

At Coastline Wealth Advisory, Matthew has developed a structured process to ensure that all aspects of his clients' financial plans are accounted for. This includes wealth management, risk management, tax planning, retirement planning, and estate planning strategies, all geared toward pursuing long-term financial freedom. His approach is customized for each client, offering thoughtful guidance through every stage of their financial life.

Outside of work, Matthew lives near the beach with his wife and two children. He enjoys an active lifestyle that includes surfing, snowboarding, and spending time with friends and family—reflecting the same adventurous and balanced spirit he brings to his practice.