Matthew A. Chlopek, CRPC®

Matthew A. Chlopek, CRPC, is a senior financial advisor in the HBKS offices in Naples, Fla. He joined the firm in the spring of 2024 following three years with the Naples office of Fidelity Investments. He started his career as a financial advisor in Rolling Meadows, Ill., in 2016 with the Merrill Lynch Wealth Transition Team.

Matthew is a service-oriented professional, working to educate and empower his clients, and collaborating with each client to develop a financial plan unique to their circumstance and objectives. As a Chartered Retirement Planning Counselor (CRPC), he focuses on the principles and strategies involved in investing for retirement, making the emotional and financial transition to retirement, and designing an optimal retirement income stream.

Matthew has established a reputation as being particularly supportive of his clients, including working with beneficiaries through especially emotional times, such as the passing of a spouse or parent. His clients describe him as patient and proactive as well as detail-oriented and knowledgeable.

Education:
B.S. in Finance, Roosevelt University (Chicago)