Matt Mormino, CFP^®

How do I help our clients live a richer life?
As the Managing Director of OpenPlan, I work to support other advisors and make sure they have the tools and resources that they need to help our clients. I also have the privilege of working directly with clients, thinking strategically about their life plans and ensuring that our “one-team” approach provides them with total balance sheet advice and a remarkable client experience. Overall, my job is to listen—to both my fellow advisors and our clients—and support them in developing plans and executing their vision for a richer life.

How do I align my time and money with my values and passions to Live a Richer Life?
I prioritize my family and community by aligning my time and money with my values and passions. Spending time with my family keeps me grounded and centered. My community – my family and extended family, friends, Brighton Jones community, and local community organizations – gives me a sense of belonging and purpose. I live a Richer Life by giving back and finding ways to connect and deepen bonds with my friends and family.