Matthew T. Malafa

Principal, CFP®, MBA

Phone: 513-579-9400
Fax: 513-579-9444

Matt is responsible for developing Strategic Financial Plans for the firm’s clients. Through a coordinated effort with the client’s other advisors, a family/business plan is developed, implemented, and periodically reviewed. At our firm, we focus this planning by building various financial models. These models typically include retirement planning, educational planning, estate planning, personal asset accumulation plans, and exit planning strategies for small business owners. 

Matt graduated with a double-major of Accounting and Finance from the University of Cincinnati in 1997.   He then went on to obtain his Master’s in Business Administration from Xavier University in 2001.   Matt has over 12 years of experience in the financial service industry, and has obtained his Certified Financial Planner™ (CFP®) designation, Series 7 - General Securities Representative, Series 9 and 10 - General Securities Sales Supervisor, Series 63 - Uniform Securities Agent State Law Examination, and Series 66 - Uniform Combined State Law Examination. Matt is an Investment Advisor Representative with John D. Dovich & Associates, LLC and a Registered Representative of NFP Securities, Inc.

Matt currently resides in Mariemont, Ohio with his wife and three children.