Matt Boyle, AIFA®, CFP®, serves as a Product Analyst at Broadridge Financial Solutions, a leading provider of technology-driven solutions for financial services firms. In this role, he focuses on developing tools that assist financial advisors in meeting fiduciary standards and regulatory requirements. Notably, he has been involved in initiatives like the Decision Optimizer, designed to streamline IRA rollover compliance and enhance client decision-making processes.

Matt Boyle was the Director of Operations for CEFEX.  Boyle holds the Accredited Investment Fiduciary Analyst® (AIFA®) and Certified Financial Planner™ (CFP®) designations, reflecting his commitment to upholding the highest standards in financial planning and fiduciary responsibility. His educational background includes studies at the College for Financial Planning.