Matthew S. Shaw, CFP®, MSFS

Matthew Shaw has been in the personal financial planning industry since 2005 working in the Philadelphia and Bucks County communities. His primary skills within the team are to provide clients with customized financial plan design, financial analysis, and portfolio recommendations.

Prior to joining Veritas, Matt was employed with The Vanguard Group and Mercer Advisors, Inc., a nationally recognized registered investment advisory firm. Matt received his bachelor's in Business Administration from Colorado Christian University and his master’s in Finance from Saint Joseph’s University. He attained his Certified Financial Planner® designation in 2010. Matt joined Veritas in the summer of 2010 to work alongside his father, Scott Shaw.

Matt is happily married to his wife Ashley. They reside in Doylestown with their two children, Jacob and Ella

Licensing:

Securities - Series 7, 63, 65

Insurance - Life, Health & Fixed Annuity