Matthew Barker AIF®, CEPA®
I have been in the finance industry since 2006 and thrive on serving clients so they can live life on their terms.
In 2022, we launched Clarity Wealth. We are a team with industry expertise and credentialed professionals (AIF® & CFP®) who specialize in investment management, retirement planning, and tax planning for individuals, families, and business owners.
We help client reduce taxes, invest smarter, and replace their paycheck in retirement.
In addition to my professional designation (Accredited Investment Fiduciary®), I hold the following credentials:
- Series 7 - General Securities Representative Examination
- Series 66 – Uniform Combined State Law Examination
- Insurance License issued by the State of Florida
- Bachelor’s Degree in Business
I enjoy being active in the community and have had the opportunity to serve and participate in the following capacities:
- Kids & Clays Foundation, Board member
- RMHC of North Florida, Advocate & Past President
- Pension Review Committee (PRC), Member
- Gainesville Quarterback Club, Member
When I’m not serving clients, you can find me enjoying time with my wife and son, spending time on a boat, or enjoying a round of sporting clays (and occasionally golf) with good company.