Broker Check
      

Matthew Veland 

Financial Planner

7101 Wisconsin Ave, Suite 1200,
Bethesda, MD 20814
757.477.1570 

   

My practice is focused on helping healthcare workers and business owners optimize their finances. I work together with my clients to identify goals (or anti-goals), and reverse-engineer how to get them from their present financial situation to the future. I offer services in insurance, as well as investments and holistic financial planning.

The proud son of an immigrant mother and armed service member father, I grew up in Virginia Beach, VA. I studied Philosophy at James Madison University before moving to the Washington, D.C., area.

I serve in several leadership roles in the Filipino American community, including Executive Vice President of the PACC MDC, Membership Director of NaFFAA Capital, and Treasurer of FilExcellence. 

Additionally, I have been volunteering with the Washington Bach Consort since 2016.

When not working, I’m probably spending time with my wife Brittany, my son Gordon, our dog Pippin, and our lizard Carmen.


EMAIL MATTHEW

Innovating the Way You Think About Financial Wellness

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AREAS OF FOCUS:

Risk Management

Risk Management


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Investments

Investments


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Disability Insurance

Disability Insurance


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Business and Personal
Plan Integration


FINANCIAL VIDEO LIBRARY

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The Power of 401k Catch-Ups

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5 Ways to Stay Confident in Retirement

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