Matthew T. Zion
CFP®
Financial Advisor / Member Owner
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.
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Education &
Matthew “Matt” Zion serves as a financial advisor in our Columbia, South Carolina, office, where he focuses on helping small business owners build and protect their financial futures. As a CERTIFIED FINANCIAL PLANNER® professional, Matt guides individuals and families through comprehensive financial planning that includes wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
He entered the financial services field in 2019 and previously worked as a financial advisor for Paragon Financial Advisors before the firm joined Savant in 2023. He holds a bachelor’s degree in chemistry and a bachelor’s degree in geology from the University of Colorado Boulder.
Matt has a passion for the outdoors and has completed the Triple Crown of Hiking by traversing the full Appalachian Trail, the Pacific Crest Trail, and the Continental Divide Trail. When he isn’t navigating long-distance trails, he enjoys life with his wife, their sons, and their energetic German shorthaired pointer.
Education &
Designations
- University of Colorado Boulder
Bachelor of Arts in Chemistry
Bachelor of Arts in Geology - CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.