Matthew Billitti
Matthew develops creative strategies that help clients work toward meeting their financial goals, integrating investment management and succession planning services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.
Experience
Matthew began his financial services career over 20 years ago and has supported high net worth individuals and their families, business owners, and healthcare professionals. He has extensive experience with healthcare finance and operations, legacy planning, and wealth management.
Prior to joining Rehmann in 2020, Matthew received the CFP® certification from the Certified Financial Planner™ Board of Standards and worked with a well-known financial service and investing company for 22 years.
Matthew holds the Series 7, 9, 10, 63 and 66 securities registrations, and state annuity and health insurance licenses. He has also completed and passed the Securities Industry Essentials Examination.
A Closer Look
- Matthew is an active member of the Certified Financial Planner Board of Standards.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 500 University Blvd., Suite 215, Jupiter, FL 33458 | 561.694.1040
