Matthew Zettel, CFP®
Investment Adviser Representative
Matthew provides investment and service support for our clients. In this capacity, he does analysis and implementation of financial plans and investment strategies. Matt is an Investment Advisor Representative with Royal Alliance Associates, Inc., he holds the Series 7 and 66 securities registrations.
Matthew graduated from Texas A&M University (Class of ’19) with a degree in Agribusiness, and a minor in Financial Planning. Prior to joining Petra Benefits, Matthew volunteered at Texas A&M’s Money Education Center, was Vice President of the Financial Planning Student Association, as well as a member of the Financial Planning Ambassador Program at Texas A&M. In his free time, Matthew enjoys spending time with his family, watching Astros baseball, and fishing at the coast.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.