Matthew Rendell, CPA

3D Wealth Advisor - Palumbo Group

Phone: 646-779-8486
Fax: 516-986-5536
E-mail:
 

Matt began his career as a financial consultant at Deloitte & Touché where he provided investment and wealth management firms clients with professional services to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.

In February of 2019, Matt joined 3 Dimensional Wealth Advisory with Tom Palumbo where he is focused on providing clients a high level service on all aspects of financial planning and by positioning them for financial success and leaving a legacy.

Matt holds a Certified Public Accountant (CPA) designation and is a registered representative with Vanderbilt securities, having passed his Series 7 and 66 with FINRA along with holding his Life, Health & Variable Annuity licenses.

Matt earned both of his Bachelor of Science, Business Administration in Accounting and Masters of Science in Accounting from Old Dominion University.

In his spare time, he enjoys spending time with his wife Lauren and in the summer he can be found on the golf course.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck