Matthew J. Curfman, CFP®
President and Co-Owner
Having received his CERTIFIED FINANCIAL PLANNER™ certification at the young age of 22, Matt received his securities license before graduating from Eastern Michigan University. As a team member of Richmond Brothers since 1998, Matt showed his ambition and passion for helping clients realize and achieve their retirement dreams by working his way from high school intern up to President and Co-Owner.
Matt’s personal mission is to help people maintain, use and grow their wealth so that they may pay it forward to their family, friends and communities. He works closely with Dave Richmond and Dan Vredeveld, preparing portfolio allocation and research, as well as creating comprehensive financial plans. Additionally, Matt consults with clients on issues such as beneficiary planning, estate planning matters and long-term tax efficiency for multiple generations, all while considering the rising costs of long term care that will likely affect 70% of those age 65 or older. As a member of Ed Slott’s Master Elite IRA Advisor Group™ for over the last decade, Matt lives our core value of pursuing growth and continuous learning.
Matt has excelled in all that he has done, be it graduating in the top 10% of his college class, competing in a marathon or “urbanathlon”, or completing several century (100 mile) rides on his bike. He enthusiastically serves as the Chief Volunteer Officer (AKA President of the Board) of the Jackson YMCA. As part of the Jackson community he grew up in and loves, Matt has supported the Jackson YMCA’s Strong Kids, Strong Communities campaign, served on the American Cancer Society’s Tony Open Golf committee, and has been active as an ACS Relay for Life team member. He is also an active sponsor of The Lingap Children’s Foundation.
Matt stars in our monthly video segment, Matt’s Minutes, and was featured in Jackson Magazine’s “30 And Under” Class of 2009. He has contributed to articles in USA Today, The Wall Street Journal, MarketWatch, and The Fiscal Times, among others.