Broker Check
Matt Misiaszek, CFP®, CRPC®

Matt Misiaszek, CFP®, CRPC®

Executive Vice President

As a CERTIFIED FINANCIAL PLANNER™ professional and Executive Vice President for TFG Private Wealth Management, I focus my practice primarily working with public education employees, federal employees, municipal workers, and their families, specializing in the areas of wealth management, retirement planning and risk protection. I’ve been working closely with families who are transitioning into and moving through retirement, most of whom have pension benefits they need help evaluating.

Ongoing education is one of the most important aspects of my career. In addition to my Bachelor of Business Administration (B.B.A.) from JMU, I obtained the designation of CERTIFIED FINANCIAL PLANNER™ professional to better serve the needs of my clients. The CFP® comes with extensive training in financial planning, estate planning, insurance, investments, employee benefits, retirement planning and the CFP® Board’s Code of Ethics and Standards of Conduct. I maintain a fiduciary commitment to my clients.

If there was one word to describe how I work and interact with my clients, it would be “education.” That is the backbone to building trust, in being able to teach and educate about financial topics from the ground up, so you as the client feel more informed to make financial decisions that will have a lasting impact on yours and your families’ lives based off the advice we give.

I live in Frederick, Maryland with my wife Caitlin, my two daughters, Madelyn and Maeve, and our dog and cat, Callie, and Brody. When I am not working or spending time with my family, some of my pastimes are golfing, playing and watching sports, hiking, beer & wine tasting, and doing home projects.