Matthew P. Krouse, CFP®, AAMS® Financial Advisor
Matt is dedicated to client success. He works to create judgment-free zones so people can express their dreams and explore possibilities that weren’t previously on their radar. His listening skills, empathy, and honesty help clients feel informed and in control as they partner together. Working closely with Matt, clients define life-enhancing goals, implement strategies for reaching those goals, and make adjustments when circumstances change. He combines his strong background in finance and economics with creative and critical thinking skills. Matt’s aim is to ensure that clients receive the best possible guidance for growing the wealth they need to live the life they want.
What’s most important to me is being a positive force for transforming people’s lives. Opal’s process, planning, and resources empower clients to stay focused on achieving their priorities.
Before joining Opal Wealth Advisors in 2021, Matt spent nearly 20 years as a financial advisor at Edward Jones. Previously, he was a financial analyst and associate at Stern Stewart & Co., where he helped open their Southeast Asia headquarters in Singapore.
Matt earned a Bachelor of Science in commerce from the University of Virginia in Charlottesville. He is also a CERTIFIED FINANCIAL PLANNER™ and a certified Accredited Asset Management SpecialistSM (AAMS®). Matt has two daughters and is committed to fitness and family fun. He and his family have a wide range of interests that include hiking, cooking, traveling, and playing spirited board games. Matt is also a passionate NY Giants fan.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Our Team
Jesse Giordano, CFP®, CAP®, RLP®, CBEC®
Financial Advisor, Principal
Lee Korn, CPWA®
Financial Advisor, Principal
Joseph N. Filosa, CFP®
Financial Advisor, Principal
Gino Carollo
Financial Advisor
Chris Clasen, CFA®
Chief Operating Officer, Chief Compliance Officer
Katherine M. Dean, CFP®
Financial Advisor
Chelsea Barrows, CFP®, AIF®
Financial Advisor
Tiffany Melendez
Relationship Manager
Christine Ketcham
Relationship Manager
Eugenia Kalaitzidis
Senior Client Service Associate
Jamie Bruno
Operations Specialist, Advisor Transition Coordinator
Daniel Gibbons, FPQP™
Client Service Associate
Christine Nardella
Client Service Associate
Brittany Siemer
Marketing Manager
Kristopher Krauss
Analyst
Schedule a Call with
Matthew P. Krouse, CFP®, AAMS®