Matthew T. Zion

CFP®

Financial Advisor

I have a personal knack for grindy, incremental tasks and I enjoy learning and sharing that knowledge. Financial planning is a great confluence of those interests and skills.

1226 Briargate Circle Suite B Columbia, SC 29210
803.995.5811

Matt has been involved in the financial services industry since 2019. He was a financial advisor for Paragon Financial Advisors until it joined with Savant in 2023.

Matt earned bachelor’s degrees in chemistry and geology from the University of Colorado Boulder. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Matt has completed the Triple Crown of Hiking by walking the entirety of the Appalachian Trail, the Pacific Crest Trail, and the Continental Divide Trail. When he isn’t getting lost in the woods, Matt enjoys his time with his wife, their son, and his energetic German shorthaired pointer.


Education &
Designations

  • University of Colorado Boulder
    Bachelor’s in Chemistry
    Bachelor’s in Geology
  • CERTIFIED FINANCIAL PLANNER™ professional

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.