Matthew Dauksza, CFP®, CLU®
Matt founded Excelsior Wealth Partners to focus on client needs without an corporate agenda. Matt specializes in working with clients to provide wealth management and financial planning to address their various needs.
Matt had most recently held the position of Managing Director at the Empire State Firm. 2016 marked the sixth consecutive year that Matt and the Empire State firm were awarded the President’s Trophy, given to the top performing Managing Director and Firm in the United States. Matt and his previous firm have qualified for GAMA’s International Management Award at the Master Award level.
Matt is a graduate of St. Bonaventure University where he earned a Bachelor’s Degree in Finance. He has also completed The American College’s CFP ®Certification Curriculum as well as obtaining his Chartered Life Underwriting designation. He resides in Manlius, NY with his wife: Shannon and their six children; Alex, Ryann, Campbell, Addison, Athan and Graham. He actively volunteers with the Cystic Fibrosis Foundation of CNY; where in 2018 he received the Champion for a Cure award, and GAMA International. Matt was also awarded the 2016 CNY Transformational Leader of the Year award through the Syracuse Business Journal.
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