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Matthew Zuccaro, MS, CFP®, CWS®
Matthew Zuccaro’s journey in financial planning and wealth management is not only a professional pursuit but a personal calling. From a young age, growing up in Scottsdale, Arizona, Matt experienced firsthand the importance of sound financial guidance when he had to take on the role of Trustee for his family after his mother’s passing. This pivotal moment sparked his passion to become the reliable and trusted financial advisor that others need in their times of uncertainty. Today, Matt dedicates his career to helping clients navigate life’s financial challenges with empathy, expertise, and personalized care.
Matt’s academic background is as comprehensive as his approach to financial planning. He holds a Bachelor of Science in Business Administration from Arizona State University and a Master of Science in Financial Planning from the University of Phoenix. Over the years, he has attained several prestigious certifications and designations, including Certified Financial Planner® (CFP®) and Certified Wealth Strategist® (CWS®). As a Master Planner of Advanced Studies®, a licensed Series 66 advisor, and with credentials such as Accredited Wealth Management Advisor® and Accredited Asset Management Specialist®, Matt brings a wealth of knowledge to his clients.
Before joining Fullerton Financial Planning, Matt spent over 24 years as a Senior Wealth Manager at Charles Schwab’s Wealth Advisory, where he led one of their largest practices. In this role, he managed a team of specialists and collaborated closely with experts in areas such as fixed income, equity options, estate planning, retirement plans, and executive compensation. His deep experience allows him to offer clients a holistic and customized approach that encompasses Retirement Planning, Tax Planning, Investment Planning, Charitable Giving, Insurance Planning, Risk Management, Business Succession, and Estate Planning.
Outside of work, Matt enjoys spending time with his wife of 15 years, Shawn, and their twins, Dominic and Luna. Together, the family loves traveling, hiking, trying out new restaurants, and bonding over family game nights. Matt’s commitment to his family mirrors the dedication he brings to his clients, ensuring that each receives personalized, tailored guidance to achieve their financial goals.