Matthew W Fortney, MBA, CFP®

Matt Fortney is a partner and CERTIFIED FINANCIAL PLANNER™ with Calderon Fortney Financial Group. He currently operates his wealth management practice out of the firm’s Shelton, Connecticut office. There he is housed with his business partner, Leonel Calderon and Marty Accardi, Client Relationship Manager. Calderon Fortney Financial Group’s practice is focused on open communication and independent advice. Their goal is help their clients live a life of satisfaction and purpose.  They are fiduciaries in advisory relationships and obligated to act in their client’s best interests. Matt and Leonel have access to a wide range of financial tools, with no proprietary products or quotas.  A majority of new clients find Matt by referral from one of the many clients he currently serves.

Matt’s affiliation with LPL Financial further enhances the top-shelf resources and spectrum of strategies his clients enjoy. LPL allows Matt to offer independent financial guidance and advice with a versatile product, technology and compliance platform capable of servicing clients with a wide range of financial needs. LPL is recognized as the largest independent broker dealer in the United States and one of the largest broker/dealers by number of advisors.* Prior to joining LPL, Matt was a Financial Planner and Investment Advisor Representative with Barnum Financial Group, a MetLife office.

Matt has been recognized 10 times by Connecticut Magazine as a Five Star Wealth Manager, a meaningful industry honor**. Matt holds his Series 6, 7, 63 and 65 with LPL Financial. He earned his Masters of Business Administration (MBA) from University of Connecticut and his Bachelor’s degree in Media Studies from Sacred Heart University. Matt has previously hosted financial talk shows on two radio stations and has written financial articles for the Naugatuck Patch and Money Geek. He has given back to his community as a Board Member for multiple non-profits over the years, including the Naugatuck YMCA, Naugatuck Education Foundation, VNA of South Central Connecticut, St. Vincent Ferrer Church and the Rotary Club of Naugatuck. Additionally, he has been honored as a Paul Harris Fellow for his contributions to The Rotary Foundation and awarded the Van Allen Medal from the United Way of Naugatuck and Beacon Falls for his extraordinary community service. He and his wife reside in Naugatuck, Connecticut with their three children. He is an avid baseball fan and still plays with the hope of eventually getting drafted by the New York Mets.

Securities and investment advice offered through LPL Financial, a Registered Investment Advisor member FINRA/SIPC. LPL Financial and Calderon Fortney Financial Group are separate entities.

*As reported by Financial Planning magazine, June 1996-2023, based on total revenue

**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023 or 2024 Five Star Wealth Managers.