Matthew R. Schanz CPA, CFP®

Financial Advisor
919-232-5935

Education and Professional Affiliations

  • Bachelor of Science in Business Administration with Accounting and Finance concentration from the University of North Carolina at Wilmington
  • Masters of Accounting with Federal Taxation concentration from Appalachian State University
  • CERTIFIED FINANCIAL PLANNER™
  • Member of the American Institute of CPAs

Licenses

  • Securities: FINRA Series 7 and 66 Exams
  • Insurance: Life, Accident and Health, Variable Life & Annuity, Medicare Supplement, Long-Term Care

Community Affiliations

  • Board Member and Finance Committee Member of SAFEchild
  • Ducks Unlimited Member

Personal

  • Married to Molly Schanz
  • Children:  Graham