Matthew Rogal, CFP®, CPWA®, is a Vice President and Wealth Management Advisor at Fidelity Private Wealth Management, where they assist families in building and maintaining wealth plans aligned with their values. They have extensive experience with Fidelity Investments, where they served in various roles including Vice President, Wealth Planner, and Financial Consultant. Prior to that, Matthew was a Private Client Banker at JPMorgan Chase & Co. Matthew holds an Executive Program degree in Wealth Management Theory and Practice from the Yale School of Management, as well as a BSBA in Finance from Central Michigan University.
This person is not in the org chart
This person is not in any teams
This person is not in any offices