Matthew Judson Daley
Investment adviser representative at Decisionpoint Financial, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Decisionpoint Financial, LLCJun 2018 to now
- Arista Wealth Management, LLCDec 2017 to Jun 2018
- Moss Adams Wealth AdvisorsJan 2017 to Dec 2017
- Utah Valley University - Money Management & Resource CenterJan 2016 to Dec 2016
- Utah Valley UniversityAug 2010 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, WA).
Decisionpoint Financial, LLC
$1.2BAssets managed
691Clients
13Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6505678
- Firm CRD
- 296988