Matthew E. Lysiak, CFP®, CLU®, ChFC®, CLTC®

Financial Advisor

Professional

Matthew Lysiak carefully cultivates client relationships as a means of remaining in touch with evolving needs and maintaining alignment between today's life and tomorrow's goals. Similarly, Matthew believes in continuing education to keep the professional edge that makes him a valuable resource. Complementing his continual quest for improvement is a dedication to honesty and integrity in all business dealings.

 

Professional Designations and Certifications

Matthew Lysiak is committed to continuing his education. He has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a distinction for financial planners rooted in education, examination, experience and ethics; Chartered Life Underwriter (CLU®), designation the highest level of studies in the life insurance profession from the American College; Chartered Financial Consultant (ChFC®) designation, the most extensive education for financial solutions professionals; his CLTC designation.

  • The Certified Financial Planner™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analysis of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

  • The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
  • The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Associations and Memberships

Matthew Lysiak is a member of the National Association of Insurance and Financial Advisors (NAIFA).

The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Education

Degree Major Institution
Bachelor of Arts Accounting Mount Union College
Bachelor of Arts Business Aministration - Finance Concentration Mount Union College
 

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