Matt Doran, CFP®

Matt Doran, CFP®

Co-founder of Sage Wealth Planning

An industry veteran, Doran has been providing thought leadership to clients, advisors, educational institutions, and the financial-services industry for more than two decades. He has been quoted in numerous media publications, including CNN Money. Advisor One, Investment News, The Wall Street Journal and National Public Radio.

Doran holds a bachelor’s degree in education from Michigan State University, a master’s in education from Saginaw Valley State University, as well as the Certified Financial Planning Designation.

A natural teacher, inspiring speaker, and relentless champion for clients, Doran is a sought after coach and consultant to fellow advisors.

Success as an advisor and field leader led to management responsibilities at the corporate level and included the design and leadership of several recruiting and training programs for financial advisors as well as leadership development in the southeastern United States and the health of regional business in the Southeast.

In 2019, Doran turned his attention once again to serving clients directly and co-founded Sage Wealth Planning, a fee-only registered investment advisory firm.

Doran lives in St. Louis with his wife and daughter and enjoys spending time playing golf, hiking, and exploring the beautiful surroundings of northern Michigan.