Matthew Bernot

Matthew Bernot, CFP®, is a Financial Consultant at Fidelity Investments, where they utilize their expertise to assist clients with wealth accumulation and protection strategies while minimizing tax implications. Previously, they worked as a Financial Consultant at Equitable Advisors, where they analyzed client financial information and provided tailored guidance. Matthew also held various roles in the financial sector, including Sector Analyst for the Wildcat Investment Value Fund and intern positions at Material Sand & Stone Corporation and Sabre Real Estate Advisors. They earned a Bachelor of Science in Finance from Johnson & Wales University, achieving a 4.0 GPA, and have experience coaching youth hockey.