Matthew Chancey, CFP®

speaker, author

Matthew Chancey is a Certified Financial Planner™ specializing in tax planning strategies for high-net-worth clients. With over 15 years of experience, Matthew’s career has provided meaningful and lasting results for individuals.

A born competitor, Matthew earned a football scholarship to the University of Central Florida. While his undergraduate studies positioned him for law school, Matthew decided to take a different tack. Inspired by his father’s work as a general contractor, Matthew dove into the world of construction, taking a particular interest in the legal and financial machinations behind every project on which he worked. To better understand these finer points, he went back to UCF to earn a graduate degree in finance as well as his CFP certification.

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“These solutions pack a punch: they make a significant impact on clients’ lifestyles and offer a great monetary reward to the financial professionals who put them into practice…”

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“I went through the purchases of properties, the development of real estate, the sales, and the aftermath of a construction project,” he recalls. “As it turns out, taxes came up at every point of the journey.”

This realization became pivotal in his career. Matthew became engrossed in every aspect of the tax codes surrounding these major transactions. Where tens of millions were spent, millions of dollars would be flushed down unnecessarily. Today, he is ensuring clients are paying only what they owe and not a cent more. Built upon his layers of education and real-world experience, Matthew’s innovative strategies are setting the pace for the industry.

“These solutions pack a punch: they make a significant impact on clients’ lifestyles and offer a great monetary reward to the financial professionals who put them into practice,” Matthew says. “Best of all, they’re perfectly legal and readily available.”

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Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser and Coastal Insurance Services which is made up of several affiliated insurance agencies, co-located at 1201 N. Orange Street, Suite 729, Wilmington DE 19801