Matt Abouzeid
Guest featured in the meat-and-potatoes interview; former Vanguard distribution and wholesale professional who left asset management to co‑found an independent full‑fat financial planning firm focused on evidence‑based investing and business owners.
Best podcasts with Matt Abouzeid
Ranked by the Snipd community
Apr 9, 2026 • 1h 47min
94 - MATT ABOUZEID - Institutional to Individual: Asset Management to Full Fat FP
Matt Abouzeid, former Vanguard distribution pro turned co‑founder of an independent full‑service financial planning firm. He describes leaving asset management for hands‑on planning. He talks about building a firm with a co‑founder, evidence‑based investing and low‑cost indexing, client acquisition through authentic conversations, and choices around regulation and business setup.
