Matt Lott is a CERTIFIED FINANCIAL PLANNER® professional at Romana Wealth Partners, where he works with clients to create thoughtful, personalized financial strategies. Since entering the industry in 2017, Matt has specialized in helping individuals and families navigate retirement planning, investment strategy, and tax-smart decision-making.
Matt views financial planning as a collaborative process—an opportunity to support and shape the unfolding story of each client’s life. To Matt, each client’s situation is uniquely crafted, not just by numbers, but by values, goals, and experiences. With a focus on clear communication and education throughout the process, Matt strives to not only advise his clients, but also to ensure that each client feels empowered with the knowledge to make confident decisions that align with their lifestyle and long-term vision.
A lifelong learner and natural problem solver, Matt was drawn to financial planning as a means to merge analytical thinking with real-world impact. Outside of work, he enjoys spending time with his fiancée, Katie, and pup, Asiago, as well as golfing, snowboarding, cooking, and playing fantasy sports and board games.
Romana Wealth Partners | 3000 Executive Parkway | Suite 400 | San Ramon, CA 94583
Securities and investment advisory services offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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