Matthew McMahonCertified Financial Planner

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areas of expertise
  • Financial Planning
  • Insurance
education
  • BBA, Business Management, Northern Arizona University
  • Executive Certificate in Financial Planning from Xavier University
  • Independent Insurance Agent
  • Certified Financial Planner™ Professional

Matt McMahon is a Certified Financial Planner™ (CFP®) professional for Strategic Financial Planning, LLC. Matt specializes in creating personalized retirement income plans and Social Security planning. He enjoys working with clients to help them achieve their financial goals.

Matt started his career in the financial planning industry in 2007. He has successfully designed retirement income plans that incorporate all retirement assets including Social Security and pensions for a wide variety of clients. Matt also is experienced with advanced wealth transfer techniques.

Matt is a graduate of Northern Arizona University with a Bachelor’s degree in Business Management. He received his formal financial planning training through Xavier University where he earned an Executive Certificate in Financial Planning. He is a registered CFP® and holds Series 65, Life, Accident and Health Insurance licenses in the state of Arizona.

In his spare time, he enjoys spending time with family and friends, traveling and being outdoors.

Call Matthew for a free consultation: 928-212-8000

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I started my career with the Detroit Office of Coopers & Lybrand, now Pricewaterhouse Coopers. It was a wonderful opportunity for me as they also put me through graduate school. I am a CPA with a masters degree in taxation. I work with clients all over the country and in Canada, planning and returns for all business types. We assist with monthly bookkeeping and payroll as needed. When we came to Sedona, I joined the Red Rock Referral Network (RRRN). It has truly been a blessing as I have met many business owners through the RRRN and have had many new clients referred to us from those members. It is an important part of my business networking, especially being able to refer someone I know. The Red Rock Referral Network allows me to take care of my clients.

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Emily Griffin, CPA, MST
Certified Public Accountant, Desert Foothills