matthew long headshot

Matthew Long

Born and raised in California, Matthew has accumulated over 7 years of expertise in financial planning, with significant contributions to Truist Financial’s Professional & Executive team. In this role, he played a crucial part in developing customized financial plans for high net worth executives and business owners. Matthew was a key member of a bank group committed to incorporating Behavioral Finance and psychology into client relationships, elevating their financial decision-making.

In addition to his professional pursuits, Matthew finds immense joy in spending time with his 8 nieces and nephews, creating lasting memories and fostering meaningful connections with his extended family. He also enjoys traveling internationally, hiking, pickleball and volleyball. Committed to making a positive impact beyond the financial realm, Matthew volunteers as a leader at Vizion Church, dedicating his time and expertise to support the community.

As a CERTIFIED FINANCIAL PLANNER, Matthew possesses a Bachelor’s degree in Finance, a Master’s degree in Psychology, and a Certificate in Applied Behavioral Finance from the Investments & Wealth Institute.

matthew long group photo
matthew long img
Matthew Long

Born and raised in California, Matthew has accumulated over 7 years of expertise in financial planning, with significant contributions to Truist Financial’s Professional & Executive team. In this role, he played a crucial part in developing customized financial plans for high net worth executives and business owners. Matthew was a key member of a bank
group committed to incorporating Behavioral Finance and psychology into client relationships, elevating their financial decision-making.

In addition to his professional pursuits, Matthew finds immense joy in spending time with his 8 nieces and nephews, creating lasting memories and fostering meaningful connections with his extended family. He also enjoys traveling internationally, hiking, pickleball and volleyball. Committed to making a positive impact beyond the financial realm, Matthew volunteers as a leader at Vizion Church, dedicating his time and expertise to support the community.

As a CERTIFIED FINANCIAL PLANNER, Matthew possesses a Bachelor’s degree in Finance, a Master’s degree in Psychology, and a Certificate in Applied Behavioral Finance from the Investments & Wealth Institute.

matthew long group pic

Born and raised in California, Matthew has accumulated over 7 years of expertise in financial planning, with significant contributions to Truist Financial’s Professional & Executive team. In this role, he played a crucial part in developing customized financial plans for high net worth executives and business owners. Matthew was a key member of a bank group committed to incorporating Behavioral Finance and psychology into client relationships, elevating their financial decision-making.

In addition to his professional pursuits, Matthew finds immense joy in spending time with his 8 nieces and nephews, creating lasting memories and fostering meaningful connections with his extended family. He also enjoys traveling internationally, hiking, pickleball and volleyball.
Committed to making a positive impact beyond the financial realm, Matthew volunteers as a leader at Vizion Church, dedicating his time and expertise to support the community.

As a CERTIFIED FINANCIAL PLANNER, Matthew possesses a Bachelor’s degree in Finance, a Master’s degree inPsychology, and a Certificate in Applied Behavioral Finance from the Investments & Wealth Institute.

matthew long group photo
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