Matt Trundle, CFP®Senior Vice President
Matthew is an original member of Center Street Capital Advisors. A big-picture thinker with a passion for analytics, applies strategic creativity and modern portfolio theory to develop comprehensive wealth plans for clients, focusing on business owners, young professionals and their families. He takes pride in blending innovative financial strategies with traditional, methods to create plans tailored to each client’s unique needs and objectives. Matthew strives to continuously look forward to the next opportunity for his clients, with the goal of strengthening their financial health for today as well as tomorrow.
Matthew got his start in the financial services industry as an analyst at Citi Smith Barney before transitioning to a financial advisor. He has also achieved the designation of CERTIFIED FINANCIAL PLANNERTM professional. He is known as a straightforward and pragmatic advisor with a hands-on approach. Matthew consistently upholds the core values Center Street Capital Advisors: transparency, responsiveness, objectivity and exceptional client service.
A native New Yorker born and raised in New York City, Matthew currently lives in West Palm Beach, Florida with his wife, Erin, and his sons Wyatt and Dax. A history buff, he is an avid reader of biographies, historical fiction, as well as crime novels.
Did You Know?
Matthew enjoys traveling and is an avid skier and golfer. He enjoys introducing these activities to his two young sons.