Matthew L

Financial Writer
I am a freelance financial copywriter and CFA Charterholder in good standing. After a 10+ year career in retail finance, I have pivoted to creating original content for financial firms and advisors, allowing them to focus on what really matters to them while engaging their clients.

Work Samples

The Best Fit

My ideal client is a high performing portfolio manager, investment advisor, financial planner, or senior vice president running their own book of business. While they need to create content for their clients on a weekly, monthly, or quarterly basis, they struggle to find the time to sit and write what they need to. After 10 years in the same industry, I partner with advisors of all types to help them get their message out and keep client relationships at a high level.

Awards & Accomplishments

CFA Charterholder

Connect with Matthew

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