Project Description

513-791-9258
PERSONAL BIO

Matt Tranquilli

CPA, CFP®

Tax Advisor

Matt Tranquilli, CPA, CRPS®, joined the Walt Lunsford Financial Advisory Group of Raymond James during 2015.  He was integral in the founding of 9258 Wealth Management in 2018 and served in many roles over the following 3 years including Chief Financial Officer.  After a brief absence, Matt is excited to return and serve as a Tax Advisor for 9258 Wealth Management and 9258 Tax Preparation and Planning.

In addition to his experience with 9258 Wealth Management, Matt brings broad experience in the financial services industry.  He served 6 years with Fifth Third Bank in roles as a Financial Center Manager, Financial Advisor and Brokerage Operations.  He earned his bachelor’s degree from Ohio Wesleyan University in Accounting and obtained his CPA license in 2008.  In 2018, Matt earned the Certified Financial Planner (CFP®) designation.

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