Matthew R. Freitag, CFP

With solid experience in the financial and wealth management industries, Matt is an asset to our financial planning and wealth management strategies.

Prior to October Mountain, he was a registered investment advisor at Boston-based RINET Company, LLC. Matt’s responsibilities included financial planning, client account meetings, tax preparation among other duties.

He is a graduate of Bentley University holding two degrees from the school: a Bachelor of Science in finance and a Masters in financial planning.

Matt is a registered investment advisor and holds the Series 65 designation in addition to being a Certified Financial Planner.

Matthew R. Freitag, CFP
Financial Advisor