Matt Trujillo, CFP®

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CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

Matt Trujillo, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® A team member since 2013, Matt meets with clients as a Senior Financial Planner, serves on The Center’s Investment Committee, and frequently writes about financial planning and investment topics for The Center’s “Money Centered” blog. He has more than a decade of industry experience.

Matt lives in South Lyon with his wife, Diane, and their sons, Luke and Gavin. The greatest among his many hobbies is his love for chess. He was the state of Michigan Chess Champion in 2010 (class E), 2011 (class B) and runner up in 2018 (class A).  In his spare time, he teaches chess classes for children in grades K-8.

EDUCATION:

  • Bachelor of Business Administration, Finance, Eastern Michigan University

  • Certificate of Financial Planning, College for Financial Planning

LICENSING & CERTIFICATIONS:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

  • Series 7 and Series 66 Securities Licenses

  • State of Michigan Life and Health Insurance Licenses

LEADERSHIP & COMMUNITY INVOLVEMENT:

  • Financial Planning Association of Michigan

  • Metro Detroit Financial & Estate Planning Council

  • Mentor at the Methodist Children’s Home for Boys

AREAS OF FOCUS & INTEREST:

  • Pro-active tax planning and managing tax liability for the next 3-5 years

  • Recreating a tax-efficient paycheck for clients in retirement

  • Social Security maximization

  • Pension analysis and maximization

  • Portfolio decumulation

  • Investment management and identifying how much risk is necessary to achieve financial goals


Raymond James does not provide tax services. Please be sure to discuss tax matters with the appropriate professional.