Matthew Kocanda, CFP®

Matthew Kocanda is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and currently serves as a Partner and Wealth Advisor at Corient, a prominent integrated fee-only registered investment advisory firm based in the Greater Chicago Area. He specializes in simplifying complex financial data to help clients make informed decisions about their financial futures. His expertise encompasses various areas, including cash flow management, tax issues, risk and insurance management, and estate planning, all while ensuring a diversified investment strategy for his clients.1

Kocanda has a robust background in financial services, having held several key positions prior to his current role. He was previously a Partner and Wealth Advisor at CI BDF Private Wealth and has extensive experience as a Wealth Manager at BDF LLC. His career began at Goldman Sachs Private Wealth Management, where he advised high-net-worth clients on portfolio construction and investment management.1

He holds a Bachelor of Science degree in Finance from the Indiana University Kelley School of Business and has obtained several licenses, including FINRA Series 7 and Series 66.1