Client Service Associate Intern
Matthew Montegani is the youngest team member at Rizzo Financial Group. Matthew is a senior at Arizona State University majoring in Finance at the W.P. Carey School of Business. He currently works in multiples roles focusing on client service, investment research, and operational support.
Matthew is originally from Huntington Beach, California and enjoys spending time in the surf and the sand. Matthew has worked many years in his home town at Costco Wholesale where he has truly mastered the art of customer service. In his free time Matthew enjoys watching football and hockey. Go Steelers! Go Penguins!
Matthew has a goal of obtaining his Series 7 license and CFP designation, and one day wants to build his own clientele.