Matthew Echaniz, CFP^(R), CAP^(R)

With over 25 years of leadership in the wealth management industry, Matt is known for his principled, vision-driven approach to growth, culture, and client engagement. As Senior Vice President of Advisor Engagement at Osaic, Matthew leads national relationship management efforts, focusing on advisor engagement, support, growth and succession, all in the interest of serving clients’ best interests through sound financial planning.

Matthew is a CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy®, with advanced executive education from the Wharton School’s Securities Industry Institute®. He’s a recognized industry voice, serving as a CFP® Ethics Instructor and contributor to outlets like CNBC.com, ThinkAdvisor, CBS MarketWatch, and financial-planning.com