Matthew Walo

Matt is an entrepreneur and visionary leader who founded Strategic Planning Partners with a servant-leadership philosophy. He is dedicated to helping individuals achieve their financial goals while fostering the professional growth of fellow advisors. From the very first meeting, Matt’s genuine concern for you and your family shines through.

With over 20 years of experience in the financial services industry, Matt specializes in helping clients establish financial certainty for their families and legacies. Under his leadership, Strategic Planning Partners has developed investment strategies aimed at reducing market volatility and delivering consistent returns while safeguarding principal. Our clients enjoy peace of mind, knowing their hard-earned savings are protected throughout their lifetimes.

Matt’s commitment to service extends beyond his clients to his community through a long-standing affiliation with Rotary International. His active involvement has made a significant impact both locally and globally, including his sons’ participation in International Rotary Youth Exchanges. He embodies the principles of the Rotary 4-Way Test in both his personal and professional life.

At home, Matt’s two sons are the center of his world. Together, they have traveled the globe, exploring diverse cultures, cuisines, and forging lasting friendships, all while leading a wonderfully blessed life.