Matthew Farrell

Lead Planner

Matthew is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 17 years of experience in guiding clients toward their financial goals. While putting a high value on nurturing the client relationship, Matt’s easy-going nature and deep understanding of markets and personal investments have earned him the trust of families and individuals across the US. He loves to take the intimidation factor out of the planning process and believes the most successful client meetings include at least a couple of laughs.

Matt is an avid skier, golfer and mountain biker, and recently settled with his wife and young son in their home state of Connecticut after stints in both Manhattan and the mountains of Colorado.

Education: Bentley College (BS)

"Do the right thing"- My big brother, Eddie

Follow Matt

Get to know Matt

The family at our former home in Colorado.

Enjoying the view from Copper Mountain.

Hanging out at the bike park with my son.

My dog, Rosie, conquering her first fourteener.

What's the craziest thing you've ever done?

Skydive from a helicopter.

What was the best concert you ever attended?

Metallica at Yankee Stadium.

Who would you most like to swap places with for a day?

Our 16 year old deaf cat, so I can get a full day of uninterrupted sleep.

If you could visit anywhere in the world you've never been, where would you go?

Ireland.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.