Matt Covelli, CFA, CFP®, is currently a Senior Financial Advisor at Vanguard. They previously held positions as a Senior Financial Planner and Financial Planner at RGT Wealth Advisors, where they focused on developing integrated financial plans and personalized investment portfolios. Matt started their career with roles in IT support and internships while pursuing a Bachelor's and Master's degree in Personal Financial Planning from Texas Tech University. Their experience includes working with firms such as Evensky & Katz and USAA, where they contributed to financial planning and enhanced departmental efficiencies.
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