Michael Mattison, CF2

About Michael Mattison

Mike has been providing Financial services since 1996. As a Senior Wealth Management Advisor at PlanVest Financial, he provides holistic, customized guidance to help Private and Federal employees with their complex benefits and plan for retirement.
Along with the Certified Financial Fiduciary® designation, Mike also holds a Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM) designation as well as licenses in good standing for Life and Accident/Health insurance. 
 
Mike is part of the PlanVest Federal fiduciary advisory team which has multiple decades of financial industry experience combined. This group helps Federal employees navigate their complex Federal benefits. The team specializes in retirement planning; tax minimization; income strategies; and risk-based investment management. The group is composed of three financial advisors who hold the prestigious designation of Chartered Federal Employee Benefits Consultant (ChFEBCSM).
 
Mike is a graduate of SUNY Brockport with a Bachelor of Science in Finance.
Raised in Lakewood, NY, Mike moved to the Washington, DC area in 1985. He is married to Kathy, and have 2 adult children, they reside in Gaithersburg, MD.
Away from business, Mike enjoys playing sports, baking bread, cooking and travel. He is also a frequent blood platelet donor at the American Red Cross.