
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.
Innovating the Way You Think About Financial Wellness
AREAS OF FOCUS:
Business and Personal
Plan Integration
FINANCIAL VIDEO LIBRARY
Behavioral Finance
The Latte Lie and Other Myths
Coaches
Interactive Tools & Resources
Test Your Estate Strategy Knowledge
The Power of 401k Catch-Ups
5 Ways to Stay Confident in Retirement
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.