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Matthew Sopher, CFP®

Matthew Sopher, CFP®

Director of Client Relations & New Business Development

Matt joined the Sopher Financial Group in 2022, bringing several years of experience in the financial services industry. Prior to joining our team, Matt worked as an Assistant Vice President at Morgan Stanley in their Global Investment Office. While at Morgan Stanley, Matt worked on business development, prospecting, manager due diligence, and strategic initiatives. Matt helps our team in all aspects of the financial planning process including onboarding, operations, and financial strategy development. Matt earned his CFP® designation in 2023, demonstrating his commitment to the financial planning profession. Matt graduated Magna Cum Laude from the Villanova School of Business with an Honors degree and Masters degree in Finance. Prior to Villanova, Matt graduated as the Valedictorian of Christian Brothers Academy in Lincroft, NJ.