Matt Kocsis headshot

Matt Kocsis

Financial Advisor

§  Phone: (704) 587-9596
§  Mobile: (704) 408-5211
§  Fax: (866) 341-3774
§  Email:
§  Schedule an Appointment

Who I Am Professionally…

As a financial professional since 2004, I believe it’s a privilege to partner with our clients and develop a distinct financial path for their future. In my mid-30s, I switched my career in financial planning. This has provided me with an outside perspective of situations that our clients may face. By examining our clients' priorities and goals, a customized plan is created. By taking the big picture into account, I work with our clients to develop a game plan that guides our clients to success. Whether it is retirement planning or leaving a legacy for the next generation, we will work together to make it happen.

Currently, I hold the following credentials of the Series 7 (General Securities), Series 63 (Blue Sky Laws), and Series 65 (Investment Advisory Representative), as well as the long-term care and Life & Health Insurance licenses.

And Now for the ‘Real’ Me

After living in Charlotte for 20 years, my family and I moved to Austin, TX. Though I have lived in various places including England, my Michigan roots are still strong, and I enjoy cheering for my Lions and Red Wings. My wife and I have been married since 1995, and we are newly empty nesters. When the kids do return, I enjoy playing golf with my son and attending his daughter’s sports events. As a family we enjoy travelling the globe.

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