Matt Covelli is a member of our Financial Planning Team. Prior to joining RGT, he worked as a financial advisor support associate for Genovese Burford & Brothers, an independent wealth management firm in Sacramento, California. In his position, Matt was primarily in charge of preparing and presenting financial plans for the firm’s clients.
Professionally, Matt is a member of the Financial Planning Association.
Matt graduated from Texas Tech University with both a bachelor’s and master’s degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and he holds the Chartered Financial Analyst® designation.