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, experience, and personalized care.

Before joining Fullerton Financial Planning, Matt spent over 24 years as a Senior Wealth Manager at Charles Schwab’s Wealth Advisory, where he led a large wealth-advisory practice. In this role, he managed a team of professionals and collaborated closely with colleagues focused on 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.