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Mark Matos CFP®, CLU®, ChFC®, CAP®

Mark Matos CFP®, CLU®, ChFC®, CAP®

Senior Financial Advisor

Mark Matos works at Medley Advisory LLC in Bonita Springs, Florida. With over 15 years of experience in financial planning and wealth strategy in Southwest Florida, Mark's diverse clientele includes high-net-worth individuals, corporate executives, entrepreneurs, medical professionals, philanthropists, and families navigating special needs financial planning.

Mark's dedication and community involvement earned him recognition as one of Gulfshore Business's Top 40 Under 40.

Educational Background & Professional Accolades

Mark is an alumnus of Florida Gulf Coast University, holding degrees in Finance and Computer Information Services. His professional certifications include Certified Financial Planner™, Chartered Life Underwriter®, Chartered Financial Consultant®, and Chartered Advisor in Philanthropy®. Mark's career highlights feature significant roles at notable institutions like Fifth Third Bank, Global Wealth Consultants, LLC, and HBKS Wealth Advisors.

Community Involvement And Online Presence

Mark has participated as a member and speaker for professional groups such as the Association of Fundraising Professionals and the Greater Naples Area Planned Giving Council. He regularly shares his financial expertise on his website,, and has been featured in publications such as the Naples Daily News and Investor's Business Daily. His educational journey is highlighted by his earning full academic scholarships at Florida Southwestern State College and Florida Gulf Coast University.

Leadership And Volunteerism

Mark has held influential roles in the Rotary Club of Naples, including Secretary, Treasurer, President-Elect, and President, significantly enhancing the club's impact. Mark is past president of both the Greater Naples Planned Giving Council and the Financial Planning Association of Southwest Florida.  He has served on the board of directors for Meals of Hope for several years and supports Purridise Gardens, an organization dedicated to cat welfare.

Mark's extraordinary efforts during Hurricane Irma earned him a nomination for the Paul Sanborn Service Above Self award, underscoring his commitment to service and community impact.

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