Matthew S. Hackler, AAMS®, CPFA® of Collier Financial Solutions, Inc. EARNS Certified Plan Fiduciary Advisor DESIGNATION
April 25, 2022
Mount Dora, FL – Matthew S. Hackler, Raymond James Financial Advisor, at CFS, Inc. has attained the prestigious CPFA®, awarded by the National Association of Plan Advisors (NAPA). To obtain this designation recipients must complete rigorous coursework and successfully demonstrate knowledge of the course material through examination.
With the CPFA®, recipients are distinguished for their knowledge of Retirement Planning and Fiduciary Responsibilities. This extended education will allow Matt to demonstrate the expertise required to act as a retirement plan fiduciary as well as work directly with Plan Administrators to successfully manage their roles and responsibilities and insure they are aware of the extent of lliability involved in acting as Fiduciary.
Gregory Collier, Sr, CFP®, AIF®, AEP®, CPFA®, Collier Financial Solutions, Inc. founder and Raymond James branch manager says “We’re thrilled to congratulate Matt on earning the CPFA®, and know his expertise combined with his experience will further enable him to provide high quality service and specialized financial guidance for our clients.”
Matthew Hackler has been a Financial Advisor with CFS, Inc. since 2018; Working primarily with
Small Business owners, Retirement Plan Fiduciaries, and Individuals providing comprehensive
financial planning and investment management. With a client-centric approach and the mindset that every person is unique, Matt provides comprehensive financial plans and retirement roadmaps based on a clients’ individual goals. He aims to prepare clients for their futures by first acknowledging that one’s financial needs demand clear communication. He believes that understanding the lifestyle and goals of each individual will aid in building a robust, bright, and comfortable future alongside them.
Mr. Hackler can be reached via Matthew.Hackler@RaymondJames.com or 352.385.0073.
For more information on CFS, Inc. please visit us at www.cfsrj.com.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.24 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Collier Financial Solutions, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.