Matthew W. Roddy, LUTCF

Matthew W. Roddy entered the Financial Services Industry with Metropolitan Life shortly after obtaining his Bachelor of Science degree from the University of Dayton. In 1995, he joined Capital Planners, Inc., a Lifetime Financial Growth Company. Due to his leadership and organizational skills, he became the managing director of the Cleveland-based firm in 2006. In 2019 became President, enterprise-wide of Lifetime Financial Growth.

His career achievements include qualifying for the Guardian Life Insurance Company of America’s (Guardian) President’s Council and for Guardian Life’s Leaders Conference every year since his affiliation with the firm in 1995. In addition, he has qualified for both the National Sales Achievement Award and the National Quality Award. These awards are given exclusively to professionals who maintain a proven track record of superior sales production levels, while demonstrating the highest degree of professionalism. Because of his performance, he was selected to serve on the Executive Committee for Guardian as field representation.

Matt, a graduate of Gilmour Academy, has vigorously continued his educational and professional developmental endeavors. He has participated in extensive studies in the areas of Estate Planning and Business Continuation Planning. 

Matthew Roddy is a Registered Principal and Financial Advisor of Park Avenue Securities (PAS).  OSJ: 24500 Chagrin Blvd. #200; Beachwood, OH 44122.  Phone: (216) 360-7400.  Securities products and advisory services offered through PAS, member FINRA, SIPC.  Mr. Roddy also serves as a General Agent of The Guardian Life Insurance Company of America® (Guardian) New York, NY.  PAS is a wholly owned subsidiary of Guardian.  Capital Planners, Inc. and Lifetime Financial Growth LLC are not affiliates or subsidiaries of PAS or Guardian and are not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.  AR Insurance License ID #1736222; CA Insurance License ID # 0G26211