Kyle Matson, CFP®
I have always been energized by opportunities to connect with people -- whether through community, adventure, sports, or meaningful conversations. The desire to connect started during my time at Connecticut College, as a member and Senior Captain of the Men’s Swim Team, and through my studies where I earned my Bachelor's degree in Psychology with a minor in Philosophy in 2014. After graduation, I moved to New York City and began a career at a pharmaceutical advertising agency. The fast-paced environment sharpened my communication skills and reinforced my desire to help people make sense of complex information.
In 2020, I brought that same drive and curiosity to Matson Financial Advisors, Inc. Now, as a CERTIFIED FINANCIAL PLANNER® professional and a Notary Public, I help individuals, families, and businesses build clear, actionable financial plans that align with their goals. I also oversee our compliance program, work to improve our tech and operational systems, and support clients in navigating their digital tools. Most importantly, I value the chance to build lasting relationships and walk alongside our clients through every stage of life.
Outside the office, I live in Wilton, CT with my wife Darrell Ann, our son Bodie (born December 2023), our daughter Piper (born December 2025), and Chocolate Lab, Koda. Life these days is full of toddler giggles, a bit of mayhem, some sleepless nights, and a healthy dose of chasing everyone around the house and the yard.
If there’s anything I can help with, just ask for Kyle! I’d love to connect.
Non-registered associate of Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® 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.