Matt Roop
Wealth Manager & Shareholder at Deerfield | Helping clients focus their wealth on their most worthwhile causes
- Role
- Wealth Manager & Shareholder at Deerfield Financial Advisors
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Matt Roop
As a personal “chief financial officer” for my clients, I believe in a purpose-driven…
Experience
Wealth Manager & Shareholder
Apr 2015 — Present · Indianapolis, IN, US
As a Wealth Manager and Shareholder at Deerfield, I am the first point of contact for my clients’ financial needs and concerns. It’s not unlike being the quarterback of a football team. I proactively manage my clients’ wealth by strategically deploying offensive strategies like cash management, savings plans, and customized investment portfolios, as well as defensive strategies in the areas of income tax, insurance, and estate planning. In addition to working directly with clients, I am a member of the firm’s Investment and Financial Planning committees in which I collaborate with the Deerfield team to develop and implement firm-wide investment and financial planning strategies.Committed to staying at the forefront of my field, I am involved with the Exit Planning Institute, the National Association of Personal Financial Advisors, and the Estate Planning Council of Indianapolis. I am a NAPFA Registered Financial Advisor with the CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor (CEPA) designations.
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