Matt Covelli

CFP®

Financial Planner

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 and is currently pursuing the Chartered Financial Analyst designation.

Matt Graduated from Texas Tech University with both a bachelor’s and master’s degree in Personal Financial Planning. Matt is a CERTIFIED FINANCIAL PLANNER™ professional.

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