Matthew Abramo, CFP®

Matt is a CERTIFIED FINANCIAL PLANNER and Wealth Advisor at New Aspect Financial Services, serving clients across the United States. He is dedicated to making a meaningful difference in the lives of his clients by providing personalized, fiduciary guidance that prioritizes their best interests. He works closely with families, business owners, and high-net worth individuals to create and implement tailored financial strategies centered on retirement planning, wealth preservation, tax efficiency, and multi-generational legacy planning. 

A strong believer in the power of knowledge, Matt views education as an essential component of his advisory practice. In addition to his services in financial planning and investment management, he places strong emphasis on financial literacy and understanding, helping his clients grasp the “why” behind every recommendation, the mechanics of their plans, and the broader principles of wealth management/personal financial planning. By fostering informed decision-making, Matt ensures his clients feel confident and in control of their financial futures, not just today, but for generations to come. 

Matt earned his bachelor's degree in Geophysics from the University of California, Berkeley, and completed his professional degree in Financial Planning at the University of Texas at Austin. When he's not collaborating with clients or refining financial strategies, Matt enjoys giving back through social work, playing the piano, hiking, meditating, discussing books with

his book club, and cherishing time with friends and family. A native of Petaluma, California, he continues to serve many long-standing clients in the Bay Area community as well as those throughout the country with the same dedication and personalized care.