Team

Matt Sussman is newest member at Sussman Financial Planning. Matt first entered the financial services industry in 2014, working with Putnam Investments as an Investment Consultant. He specializes in Wealth Management, Investment Advice, Millennial Investing, 401(k) rollovers and Portfolio construction. He recently joined the family business to enable new marketing strategies for the firm and focus on client acquisition. Matt holds FINRA Series 7 & Series 66 securities registrations through Cetera Advisor Networks LLC. Matt resides in Fort Lauderdale, Florida. Outside of the office, he enjoys being outside and staying active, playing golf, going to the beach, hiking, skiing, cooking, traveling with his family, and spending time with his English Bulldog, Charles.