Matt Spencer - Money Matters

Matt Spencer

CFP®Houston, TXP 713.255.1007 | F 713.255.1008

Professional & Community Activities

  • Member, Financial Planning Association of Houston
  • Member, Certified Financial Planner Board of Standards, Inc
  • Member, Market Technician’s Association
  • Member & volunteer at Lakewood Church

Family
Matt currently lives in West University with his son, Levi.  Matt spends the majority of his free time playing sports at the park with Levi, engaging in challenging games of hide-and-seek or checking out various kid friendly venues around Houston. When he does have a little bit of down time, Matt likes to relax by watching A&M football, catching movies, cooking and spending time with his family and friends.

Business Philosophy
I began my career working on trading floors where it was quickly ingrained in me that losing money was not a good idea…or, as the legendary investor Warren Buffett says:  ‘Rule 1 is: Don’t Lose Money; Rule 2 is: Never Forget Rule #1!’  I was also raised by two educators in a household that lived frugally, and where we learned early on how to manage a budget.  I love what I do because it allows me to help other people by educating & guiding them on matters that are enjoyable to me & come as second nature.  Ultimately, by educating my clients fully, protecting their resources & always doing the right thing for them, we all win and lead happier lives as a result.

Education

  • Liberal Arts – Austin College, 1990-92
  • Bachelor of Business Administration, Accounting – Texas A&M University, 1996
  • Certified Financial Planner Graduate Certificate Program – Rice University, 2010

Business Experience

  • 2014 – Present: Financial Advisor, Money Matter with Ken Moraif
  • 2011-2014: Founder & President, Paradigm Wealth Advisors, LLC
  • 2008-2011: Vice President of Investments, Chase Wealth Management
  • 2006-2008: Financial Advisor, Citi-Smith Barney
  • 2004-2006: Sales Executive, Micros Systems
  • 2001-2004: Independent Equity & Futures Trader; Branch Manager
  • 1999-2001: Trader, Southwest Securities, Inc
  • 1997-1999: Risk Analyst & Assistant Trader, Energy & Commodities

WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.


NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:


  • CNBS
  • Forbs
  • Fox Business
  • Kiplinger
  • Market Watch
  • USA Today
  • US news
  • The wall street journal

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.