Matt Bacon, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Experience with retirement planning, investment management, stock option execution strategies, workplace benefit evaluation, long-term tax planning and generational gifting strategies
• Financial planner at Carmichael Hill & Assoc. since 2019
• Joined MAI in 2024, bringing more than 14 years of industry experience

Life Outside of MAI 

• Married with two kids, living in Bethesda with pet Goldendoodle
• Loves to watch football, play soccer, chase his kids around the house, and root for the Cowboys (but only because he secretly craves disappointment)

Education

• University of Hull, United Kingdom, Bachelor of Arts in Economics & Finance

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.