Matt Shaw has been in the personal financial planning industry since 2005 working in the Philadelphia and Bucks County communities. His current role with the firm is to support Scott and the team with financial plan design, analysis, and client servicing.
Matt has worked with The Vanguard Group and Mercer Advisors, Inc., a nationally recognized registered investment advisory firm. Matt completed his Masters in Financial Services from Saint Joseph’s University in 2008 and also attained the CERTIFIED FINANCIAL PLANNER™ designation in 2010. Matt made a transition to work with Veritas in the summer of 2010 to work alongside his father and principal of the firm, Scott Shaw. Matt is happily married to his wife, Ashley, and they currently reside in Doylestown, PA. They had their first child, Jacob Samuel Shaw, in December of 2015.
Securities - Series 7, 63, 65
Insurance - Life, Health & Fixed Annuity