Matt Cfp®

Matt Bernocchi, CFP®, is a Partner at Sax Wealth Advisors, LLC based in New York, NY, where he leads wealth management strategies for clients ranging from business owners and executives to high-net-worth individuals. In his current role, Matt focuses on comprehensive financial planning, tax minimization, and risk reduction, particularly for individuals with equity compensation from both public and private companies. He also plays an active role in client education and goal-setting within the firm’s fiduciary advisory model.

Over his career at Sax Wealth Advisors, Matt advanced from Associate Wealth Advisor to Wealth Advisor, and as of January 2025, became Partner, demonstrating a sustained trajectory of leadership and expertise within the firm. His expertise lies in passive asset class investing, global diversification, and integrated financial planning, with a particular focus on corporate executives, equity compensation strategies, and multi-generational wealth transfer.

Matt holds a Bachelor of Science in Operations Management and Supervision with a focus in Finance from the University of Scranton and earned his Certificate in Financial Planning from NYU School of Professional Studies. His notable contributions include developing tailored strategies for clients with complex compensation structures and implementing risk- and tax-efficient wealth accumulation frameworks.