Matthew Liberatore M.S.

Matt brings a unique perspective to financial planning, shaped by a background in healthcare and a lifelong passion for investing. He holds a Bachelor’s degree in Health Sciences and a Master’s degree in Occupational Therapy, and spent years working in healthcare, where he learned the importance of listening carefully, understanding individual goals, and helping people navigate complex decisions during meaningful moments in their lives.

From a young age, Matt developed a strong interest in investing and long-term wealth building, which led him to actively build and manage a personal real estate portfolio of seven rental properties. This hands-on experience has given him a practical understanding of cash flow, risk management, and long-term planning—knowledge he now brings to every client relationship.

Matt is currently pursuing the required licenses to become a financial advisor and working toward earning his Certified Financial Planner™ (CFP®) designation as part of his commitment to providing thoughtful, comprehensive, and ethical financial guidance. His goal is to combine professional education, real-world investing experience, and a client-first mindset to help individuals and families create clarity, confidence, and lasting financial freedom.

Beyond his professional work, Matt has a strong commitment to service and community. He previously served as Co-President of the Best Buddies chapter at Duquesne University, an experience that reinforced the importance of inclusion, advocacy, and meaningful relationships—values he continues to carry with him today through lifelong friendships.

Outside of work, Matt enjoys spending time with family and being outdoors. He is passionate about activities such as camping, fishing, and visiting national parks, and believes that financial planning should ultimately support the freedom to enjoy life’s most meaningful experiences.