MATTHEW BROCK, CFP®
Managing Partner / Lead Advisor
Matt Brock has spent his entire career helping people navigate the changes in their life through comprehensive financial planning. As a Lead Advisor, the CERTIFIED FINANCIAL PLANNER® professional gets to know each client personally as well as their goals, and creates and implements the financial planning strategies to help them reach those goals. As Managing Partner, he creates the firm’s vision, implements the processes to reach that vision, and ensures the firm remains in compliance with federal and state regulations.
With a degree in math and economics, Matt has always had an analytical mind. He knew early on that he wanted to apply that mind-set to a career in financial services. He quickly realized that he could have the most impact by focusing on a client’s entire financial life. He relishes the systematic problem solving he applies in integrating the whole picture of a client’s finances in reaching their goals. And he counts starting Divergent Planning as his most satisfying career moment.
Matt and his family live in Ashburn, where he and his wife, Natalie, like to go wine tasting in the area’s vineyards. Matt also counts coffee among his passions and jokingly admits he knows a weird amount about it. He finds therapy time in waking up with the sunrise to go for a walk and enjoys regular time on the golf course.
Education and Designations
CERTIFIED FINANCIAL PLANNER®, CFP Board
Bachelor of Science, Math and Economics, Hampden Sydney College
Memberships and Community Involvement
Member, Financial Planning Association
Member, National Association of Personal Financial Advisors (NAPFA)