AeroLeads people directory · profile
Matthew Ricks, Mba, Cfp® Email & Phone Number
Adjunct Instructor
at
NYU School of Professional Studies
1 work email found
@wfadvisors.com
11 phones found area 631, 314, 212, 973, and 516
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Adjunct Instructor
Location
Syosset, New York, United States
Who is Matthew Ricks, Mba, Cfp®? Overview
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Quick answer
Matthew Ricks, Mba, Cfp® is listed as Adjunct Instructor at NYU School of Professional Studies, based in Syosset, New York, United States. AeroLeads shows a work email signal at wfadvisors.com, phone signal with area code 631, 314, 212, 973, 516, and a matched LinkedIn profile for Matthew Ricks, Mba, Cfp®.
Matthew Ricks, Mba, Cfp® previously worked as President & Financial Planner at Haystack Financial Planning and Financial Advisor at Ameriprise Financial Services, Inc.. Matthew Ricks, Mba, Cfp® holds Mba, Corporate Finance And Financial Instruments & Markets from Nyu Stern School Of Business.
Company email context
Email format at NYU School of Professional Studies
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*@wfadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Matthew Ricks, Mba, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Matthew Ricks, Mba, Cfp®
I'm Matt - the President of Haystack Financial Planning, a Registered Investment Advisory firm in New York. As a financial planner who focuses on the disabled community, I have found the perfect way to merge financial planning with my passion for serving others. I am a CERTIFIED FINANCIAL PLANNER™️ professional and fiduciary that operates on a fee-only basis.I currently live on Long Island with my wife and our two sons. We enjoy pretending to be dinosaurs, shooting hoops, and having silly dance parties. When not spending time with my family or running Haystack, you may find me walking one of the local golf courses, tapping a beat with my fingers (I'm a recovering drummer), searching for the perfect grilled cheese, or contemplating my next home improvement project.
Listed skills include Financial Advisory, 401 Rollovers, Asset Analysis, Small Business Planning, and 19 others.
Current workplace
Matthew Ricks, Mba, Cfp®'s current company
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8 roles
Matthew Ricks, Mba, Cfp® work experience
A career timeline built from the work history available for this profile.
Adjunct Instructor
Current
Sep 2022 - Present
President & Financial Planner
CurrentHaystack Financial Planning is focused on serving the disabled community. We take a comprehensive view of clients' financial life to create a sense of security that allows them to focus more on living the life they want to lead. We are fiduciaries that operate on a fee-only basis.
Nov 2020 - Present
Financial Advisor
Oct 2018 - Nov 2020
Financial Advisor
Mar 2014 - Oct 2018
Associate Client Portfolio Manager - Global Equities Team
Worked with the portfolio management and sales teams to educate new and existing institutional investors on the various international and global equity products. Some of my tasks included creating custom presentations, performing data analysis, and writing both market and product commentary.
Jul 2010 - Mar 2014
Associate - Managed Accounts Group
Along with my existing business analyst duties, I was the point of contact between end-users and technology for our in-house work-flow management tool, where I was responsible for generating specifications, writing back-end logic-based decision trees, testing, and implementation.
Dec 2009 - Jul 2010
Business Analyst - Managed Accounts Group
Among other things, I was solely in charge of generating all reports to track AUM, account activity, and various metrics that defined the growth and success of the business. I was also tasked with creating a model to aid in identifying staffing needs/requirements based on activity levels.
Mar 2006 - Dec 2009
2 education records
Matthew Ricks, Mba, Cfp® education
Mba, Corporate Finance And Financial Instruments & Markets
Nyu Stern School Of Business
Bachelor'S Degree, Finance
Penn State University
FAQ
Frequently asked questions about Matthew Ricks, Mba, Cfp®
Quick answers generated from the profile data available on this page.
What company does Matthew Ricks, Mba, Cfp® work for?
Matthew Ricks, Mba, Cfp® works for NYU School of Professional Studies.
What is Matthew Ricks, Mba, Cfp®'s role at NYU School of Professional Studies?
Matthew Ricks, Mba, Cfp® is listed as Adjunct Instructor at NYU School of Professional Studies.
What is Matthew Ricks, Mba, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wfadvisors.com for Matthew Ricks, Mba, Cfp® at NYU School of Professional Studies.
What is Matthew Ricks, Mba, Cfp®'s phone number?
AeroLeads has found 11 phone signal(s) with area code 631, 314, 212, 973, 516 for Matthew Ricks, Mba, Cfp® at NYU School of Professional Studies.
Where is Matthew Ricks, Mba, Cfp® based?
Matthew Ricks, Mba, Cfp® is based in Syosset, New York, United States while working with NYU School of Professional Studies.
What companies has Matthew Ricks, Mba, Cfp® worked for?
Matthew Ricks, Mba, Cfp® has worked for Nyu School Of Professional Studies, Haystack Financial Planning, Ameriprise Financial Services, Inc., Wells Fargo Advisors, and J.P. Morgan.
How can I contact Matthew Ricks, Mba, Cfp®?
You can use AeroLeads to view verified contact signals for Matthew Ricks, Mba, Cfp® at NYU School of Professional Studies, including work email, phone, and LinkedIn data when available.
What schools did Matthew Ricks, Mba, Cfp® attend?
Matthew Ricks, Mba, Cfp® holds Mba, Corporate Finance And Financial Instruments & Markets from Nyu Stern School Of Business.
What skills is Matthew Ricks, Mba, Cfp® known for?
Matthew Ricks, Mba, Cfp® is listed with skills including Financial Advisory, 401 Rollovers, Asset Analysis, Small Business Planning, Valuation, Multigenerational Wealth Planning, Investments, and Relationship Management.
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