Todd Matia, CF2

About Todd Matia

Todd has been passionate about educating and helping others throughout his life. He has been nationally recognized for carving new paths in teaching pre-engineering, computer science, design, and math across the country. During that time, Todd served as an adjunct professor in Digital Circuit Design at Duke, Iowa State University, the University of Minnesota, and other prestigious programs. He has also been a serial entrepreneur, writing books, developing learning platforms, creating community development programs, and providing ways to support the small business community in his hometown of Colorado Springs.
These ventures helped him realize his ideal life includes healthy and vibrant relationships, philanthropy, investment in the local community, technical challenges, problem-solving, and education. His background and passions, paired with a lifelong obsession with investing, have made a natural transition into being a skilled investment advisor. He prides himself in keeping client interests first and takes his designation as a Certified Financial Fiduciary seriously. He enjoys using his educational and entrepreneurial background to expand his clients’ financial knowledge and helping them make sound financial decisions. Todd understands and appreciates the complexity inherent in the entrepreneur lifestyle and strives to simplify the financial aspect of their lives. He creates impactful relationships and helps others solve their complex financial challenges by making complicated concepts understandable.
At Harvey Investment Management, Todd enjoys working with a select group of small business owners and high-net-worth families in a role as a personal wealth consultant. He works as a fiduciary in a virtual family office model in partnership with law and tax professionals to help his clients navigate the complexities of investment consulting (portfolio management and asset allocation, risk allocation), wealth enhancement (tax mitigation and cash flow ), wealth transfer (estate transfer), wealth protection, major liquidity events and charitable giving.
 
Todd enjoys golfing, pickleball, bouldering, traveling, and trying new foods with friends and family. He strongly supports his community by serving on the Peak Education Board, developing local mental health initiatives, and being an active member of the local church community.
 
Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser