Matthew DeFelice, CERTIFIED FINANCIAL PLANNER™ professional, has been helping clients manage their wealth since 1992 and is a partner at U.S. Financial Services, LLC, a planning and wealth management firm located in Fairfield, NJ. Matthew attained his bachelor’s degree in finance from Fordham University in 1992, and before joining forces with U.S. Financial Services in 2012 he ran his own financial planning practice. He is a member of the New Jersey Chapter of the Financial Planning Association, and has been a frequent contributing financial expert for the New Jersey Star-Ledger and NJMoneyHelp.com. Matthew is also a member and approved financial educator for the Society of Financial Awareness (SOFA), and he runs several retirement planning workshops for adults each year at Montclair State University.
In addition to providing comprehensive financial planning services to individuals and business owners, Matthew has spent nearly a decade focusing on servicing the needs of physicians. Like most business owners, physicians have a unique set of requirements when it comes to wealth management. From managing their investments to disability protection, Matthew has been successful in identifying solutions specific to doctors and their families.
Matthew had served as an advisor for the Trusted Source Network (SM), a network of professionals who have been diligently vetted and approved by the American Medical Association Insurance Agency. This elite network was developed to provide physicians with concierge service and financial advice from deeply experienced and highly respected professionals. Additionally, Matthew is currently an approved member of the Physicians Benefit Network (PBN), where he has earned privileged access to a number of exclusive marketing agreements with national associations for specialty-specific disability insurance. The PBN is a nationwide group of top physician advisors who serve over 10,000 physician clients, assisting them with evaluating specialty-specific disability insurance, life insurance, asset protection, investment solutions, and financial planning services.
Matthew resides with his wife, Jessica, and their two children, Alexandra and Ryan, in Hillsdale, New Jersey. He is happiest when surrounded by his family, travelling to new places with a camera in hand, watching live music, and rooting on his favorite hockey team, the NY Islanders.
Matthew DeFelice, CFP®
"My agent was really helpful and thorough in giving me the information I needed about Disability Insurance for my specialty."
— Shah, Neurosurgeon, North Carolina