Matthew Sherman, CRPC®
Founder, Investment Adviser
Matthew Sherman is a Chartered Retirement Planning Counselor (CRPC®) and the founder of ClearPath Financial, where he helps pre-retirees and retirees build secure, tax-efficient income strategies designed to last a lifetime. Over his career he has worked alongside leading financial planners across the country and has served thousands of clients, developing a planning approach that looks beyond investments alone to address income, taxes, and the real risks retirees face.
Matthew is the author of "Navigating Your Retirement" and the host of "Retirement Shield Radio," reflecting his commitment to financial education and to helping families achieve lasting financial independence.
Outside the office, Matthew's focus is his family. He and his wife are raising three children, and when he isn't meeting with clients or educating others, you'll find him making memories with the people who matter most.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.