Matthew Orlando
Matthew Orlando
Matt is a Financial Advisor with Surgeons Capital Management (SCM), where he delivers a disciplined, client-focused approach to wealth planning grounded in strategy, collaboration, and long-term thinking. His professional philosophy is shaped by his experience as a Division I athlete at the University of Maryland, where he developed a deep appreciation for preparation, accountability, and teamwork—principles that continue to guide his work with clients today.-focused approach to wealth planning grounded in strategy, collaboration, and long-term thinking. His professional philosophy is shaped by his experience as a Division I athlete at the University of Maryland, where he developed a deep appreciation for preparation, accountability, and teamwork-principles that continue to guide his work with clients today.
As a Chartered Retirement Planning CounselorTM (CRPC®), Matt provides comprehensive guidance across cash flow planning, portfolio allocation, and long-term financial strategy. He works closely with professionals in the medical field, supporting clients at every stage of their careers-from surgeons in residency to those approaching and navigating retirement distributions. -term financial strategy. He works closely with professionals in the medical field, supporting clients at every stage of their careers-from surgeons in residency to those approaching and navigating retirement distributions. Known for his collaborative style, Matt frequently partners with colleagues on research, case design, and client engagement to deliver thoughtful, well-structured solutions tailored to each client’s objectives.
Matt earned his Bachelor of Arts in Communications from the University of Maryland, with a minor in Business. He resides in Philadelphia with his wife, Christina. Outside of his professional responsibilities, he enjoys golf and remains an avid follower of Philadelphia sports. Matt holds a California Insurance License (License #4347791).