Innovator in Finance Award Winner -Matthew Fox, CEO at Perspective Wealth Planning
About Perspective Wealth Planning
Matthew Fox is a seasoned Senior Business Events Strategist in the public sector tech media industry, currently associated with Scoop News Group. With a background in Business Events and strong leadership qualities, Matthew thrives in ensuring the success of meetings, conferences, trade shows, conventions, and other events, leaving a positive impact on attendees.
Passionate about the meetings/conferences/events industry, Matthew’s dedication shines through his active involvement in professional organizations such as PCMA and the Association of Meeting Professionals (AMPs). His peers have recognized his leadership abilities, electing him to various roles over the years. Noteworthy contributions include chairing the Washington DC Area 2016 Global Meetings Industry Day for the PCMA Capital Chapter and Potomac Chapter of MPI, as well as serving as a Board Director for AMPs from 2017 to 2019.
Matthew’s commitment to excellence dates back to his college days, where his enthusiastic and loyal nature led him to leadership positions such as President or Vice President in on-campus associations. He also held the role of Executive Board member of his Fraternity, embodying a dedication to supporting groups, people, and causes close to his heart.
With a strong work ethic, outgoing personality, and a wealth of experience, Matthew is known for going above and beyond to deliver outstanding results in every project he undertakes. His focus on ensuring that each event he coordinates exceeds expectations sets him apart as a reliable and dedicated professional in the industry.
Always eager to connect and make a difference, Matthew looks forward to the opportunity to showcase his skills and expertise, whether in a personal or professional setting. His genuine enthusiasm and unwavering dedication make him a valuable asset in any business events setting.
There are thousands of financial firms out there, so what makes us different? At Perspective Wealth Planning, we want to help you reach your goals no matter what stage of life you are in. Our main focus is on customer service! We strive to make sure that YOU are happy with all of the services we are providing. Our outstanding service starts with constant communication. We have quarterly review meetings, consistent market updates, current and relevant information posted on social media, and complementary financial plans for all of our clients. These are just some of the things that sets our office apart from the others. Let us focus on finances so you can focus on life!
Securities offered through LPL Financial, member SIPC, sipc.org. Advisory Services are offered through Gladstone Institutional Advisory, a registered investment advisor. Perspective Wealth Planning and Gladstone Institutional Advisory are separate entities from LPL Financial.
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Advisory Services offered in: AL, AZ, CA, CT, DE, FL, GA, MA, NC, NJ, NY, OH, PA, PR, SC, TX, VA and WA.
Insurance services offered in TX, CA, MD, SC, NJ, PA
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