Matthew Brock, Cfp® Email & Phone Number

Matt Brock has spent his entire career helping people navigate the changes in their life through comprehensive financial planning. As Lead Advisor at Divergent Planning, the CERTIFIED FINANCIAL PLANNER™ professional gets to know each client personally as well as their goals, and creates and implements the financial planning strategies to help them reach those goals. As Managing Partner, he creates the firm’s vision, implements the processes to reach that vision, and ensures the firm remains in compliance with federal and state regulations.With a degree in math and economics, Matt has always had an analytical mind. He knew early on that he wanted to apply that mind-set to a career in financial services. He quickly realized that he could have the most impact by focusing on a client’s entire financial life. He relishes the systematic problem solving he applies in integrating the whole picture of a client’s finances in reaching their goals. And he counts starting Divergent Planning, an independent, fee-only Registered Investment Advisor, as his most satisfying career moment.Disclosures: Divergent Planning, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Divergent Planning, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Divergent Planning, LLC unless a client serviceagreement is in place.

Listed skills include Financial Planning, Securities, Asset Management, Insurance, and 3 others.

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  Hampden-Sydney College