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Portrait of Matt Oleksak, CFP®, Client Advisor at Naples Global Advisors

Matt Oleksak, CFP®

Client Advisor

After graduating from the University of Tampa in 2010, Matt began his career in education. In 2013, he transitioned into financial services, joining MetLife which later became Brighthouse Financial. His focus was supporting insurance-based solutions for a wide range of retirement, income and planning-related needs. In 2021, Matt earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification after a one-year program of study in financial planning, regulations, insurance, investments, tax, psychology, retirement plans, and estate planning. Matt serves as a Client Advisor.