Matthew Querze

Matthew is a financial advisor with Querze Wealth Management and is passionate about helping businesses and individuals meet their financial and personal goals as a financial planner.  He is dedicated to providing each client with individual attention and tailored strategies.  

He was born and raised in Stamford, Connecticut.  After earning his college degree, Matthew started his career in San Diego, later moving north to Seattle, as a sales, management, and operations leader in the technology, communications and software industries.  After seven years on the west coast, Matthew returned to his roots in Connecticut and began work as a consultant for various businesses.  He earned the Series 66 license as an Investment Advisor and Securities Agent, as well as the Series 7 license in General Securities from the Financial Industry Regulatory Authority (FINRA).  In addition, Matthew holds the designation of ChFC or Chartered Financial Consultant credential.  He is also licensed for life, health and variable insurance lines of business and is affiliated with LPL Financial.  

Matthew enjoys travel, national parks, anything involving the beach, as well as skiing and snowboarding.  He learned to ski in Killington, Vermont at the age of three and looks forward to the challenge of skiing many new mountains.