Matthew T. Zion
CFP®
Financial Advisor
I have a personal knack for grindy, incremental tasks and I enjoy learning and sharing that knowledge. Financial planning is a great confluence of those interests and skills.
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Education &
Matt is a financial advisor in Savant’s Columbia, SC office. He has a passion for working with small business owners.
As a CERTIFIED FINANCIAL PLANNER® professional, Matt is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Matt has been involved in the financial services industry since 2019. He was a financial advisor for Paragon Financial Advisors until it joined with Savant in 2023.
Matt earned bachelor’s degrees in chemistry and geology from the University of Colorado Boulder.
Matt has completed the Triple Crown of Hiking by walking the entirety of the Appalachian Trail, the Pacific Crest Trail, and the Continental Divide Trail. When he isn’t getting lost in the woods, Matt enjoys his time with his wife, their son, and his energetic German shorthaired pointer.
Education &
Designations
- University of Colorado Boulder
Bachelor’s in Chemistry
Bachelor’s in Geology - CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.