Matthew Mortillaro is a dedicated and enthusiastic licensed financial advisor, committed to helping individuals and families achieve their short- and long-term financial goals. His passion for finance and steadfast focus on client success make him a valuable asset to the Cornerstone team.
Matthew actively pursues continuous learning to remain at the forefront of the ever-evolving financial landscape. He is especially focused on emerging strategies related to Medicare and Social Security, as well as broader developments such as tax law changes, regulatory shifts, and geopolitical influences on investment markets. He is also a proud member of the National Social Security Advisor® (NSSA®) program—recognized for its commitment to excellence in Social Security planning.
With a client-first philosophy, Matthew takes time to truly listen and understand each person’s unique situation. He believes that every challenge can be addressed and no concern is too small when it comes to protecting your financial future.
Matthew can help his clients with all aspects of financial planning, including investment planning, tax planning, estate planning, protection planning, and more—ensuring that each strategy is tailored to support your specific goals with clarity and care.
Please note Matthew Mortillaro does not provide professional tax advice or legal advice, one should consult with a tax or legal professional regarding their unique situation.
