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Matthew Ricks
Financial planner serving the disabled & special needs community
Professional Background
Matthew Ricks is an accomplished financial professional with extensive experience in the field of financial planning and investment management. Currently serving as the President of Haystack Financial Planning, a Registered Investment Advisory firm based in New York City, Matt has honed his expertise by focusing on the unique needs of the disabled and special needs community. His passion for helping others aligns perfectly with his role as a CERTIFIED FINANCIAL PLANNER™️ professional, where he operates as a fiduciary under a fee-only model, ensuring his clients receive unbiased, holistic financial guidance that prioritizes their best interests.
Prior to establishing Haystack Financial Planning, Matthew developed a robust skill set while working with some of the most respected names in the industry. He began his career at J.P. Morgan, where he served in various roles including Associate Client Portfolio Manager on the Global Equities Team and as an Associate in the Managed Accounts Group. His tenure at J.P. Morgan provided him with invaluable exposure to the intricacies of investment management and client relations.
Following his time at J.P. Morgan, Matt transitioned to Ameriprise Financial Services, Inc., and subsequently to Wells Fargo Advisors, where he enhanced his advisory skills and deepened his understanding of client needs in the realm of personal finance. This diverse background has equipped him with a comprehensive view of financial markets and the investment landscape, which he skillfully integrates into his current practice.
Education and Achievements
Matt's academic journey has laid a solid foundation for his professional accomplishments. He earned his Bachelor's Degree from Pennsylvania State University, where he developed critical thinking and analytical skills that have been instrumental throughout his career. He continued his education at the prestigious NYU Stern School of Business, where he pursued an MBA, further deepening his knowledge of finance, business strategy, and management.
These educational milestones, coupled with his professional certifications, underscore his commitment to excellence in financial planning. As a CERTIFIED FINANCIAL PLANNER™️ professional, Matt adheres to a strict code of ethics, ensuring he always acts in the best interests of his clients. His recognition as a fiduciary further solidifies his dedication to transparency and trust within his client relationships.
Personal Life and Interests
Beyond his professional endeavors, Matt is a devoted family man who proudly resides in New York City with his wife and their two sons. Together, they embark on enjoyable family outings, finding joy in exploring local playgrounds and discovering the city’s rich infrastructure. Pre-COVID, their family adventures included riding the bus and subway, instilling a sense of community and connection with the vibrant city around them.
Matt also possesses a deep passion for music, deriving pleasure from his previous experience as a drummer. Although he describes himself as a 'recovering drummer', he often finds solace in tapping beats with his fingers—a testament to his enduring love for rhythm and creativity. In his leisure time, Matt enjoys leisurely strolls through local golf courses, relishing the serene landscapes they offer.
His zest for life is further showcased in his culinary pursuits, where he actively searches for the perfect grilled cheese sandwich, celebrating the simple pleasures in life. Despite residing in a co-op in New York City, Matt embraces an imaginative approach to home improvement projects, often contemplating enhancements that reflect his personal style and creativity.
Community Engagement
Matthew’s commitment to helping others extends beyond his direct professional engagements. He is an advocate for financial literacy within the disabled and special needs community, offering resources and education to empower families in navigating their financial futures. By merging his expertise in financial planning with his dedication to community service, Matt aims to make a lasting impact on the lives of those he serves.
His journey as a financial planner dedicated to special needs individuals and families is grounded in compassion, understanding, and expertise, making him a leader in this specialized field. As he continues to develop Haystack Financial Planning, Matt remains focused on providing tailored financial solutions that cater to the unique circumstances of his clients.
In conclusion, Matthew Ricks exemplifies the ideal blend of financial acumen, ethical commitment, and passion for service. His rich professional history, robust educational background, and personal interests combine to create a well-rounded professional who is truly dedicated to making a positive difference in the lives of his clients and the community at large.
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Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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