COMPREHENSIVE SERVICE FROM A DEDICATED TEAM
Building Something Together
At KSP Financial, expect our team to become as familiar as friends. You can count on our tireless support as we work together toward meeting your financial goals. Whatever you need from us, whenever you need it, we’re here to help.
Our Team
Matthew J. Sliwa III, CFP®, CFA®
Founder/CIO
Robert J. Zdanis, EA
Client Service Manager
Corrine Sonia
Financial Planning Associate
Varicia Vanterpool
Front Desk Client Services Specialist
Matthew J. Sliwa III, CFP®, CFA®
Founder/CIO (Personal Financial Psychiatrist)
Matt has more than 30 years of experience as a consultant in the financial services industry. After receiving a degree in economics from Harvard University, Matt, along with Jeff Karelis (now retired) founded Karelis, Sliwa & Associates. Since it's founding in 1993, their firm focused on financial planning, asset management, and protection needs of executives, professionals, pre-retirees, and retirees. KSP Financial has evolved, providing even more in-depth fiduciary guidance and asset stewardship for a select group of families.
Matt’s primary duty is to ensure clients develop and execute a strategy to address their life goals by creating and implementing financial plans and risk-appropriate investment portfolios. He is responsible for the office’s research initiatives, asset allocation, and tactical investments. Matt is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and has earned the Chartered Financial Analyst® (CFA®) designation. He is a member of the CFA Institute, and Boston Security Analysts Society and also holds the FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network®. In both 2013 and 2015, Matt was named to the Financial Times 400 Top Advisors list*.
Matt and his wife, Christina, reside in Newton with their three children. They are actively involved with charitable organizations representing disadvantaged children, education, veterans and faith. Outside of business, Matt’s hobbies include playing (over four decades) and coaching Newton Youth Hockey (13 years), traveling, reading, and time with extended family.
*FT 400: To compile the 2015 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 1,488 qualified applications were received; 400 advisors were selected, representing 26.9 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com
Robert J. Zdanis, EA
Client Service Manager
A graduate of Northeastern University, Robert first worked at American Express Financial Advisors in January 1990. He teamed up with what was then Karelis, Sliwa & Associates in November of 1995. During his tenure at KSP Financial, Robert has transitioned through several roles, including that of financial plans specialist, client services liaison, and operations manager. He holds his Series 7 and 63 FINRA registrations through Commonwealth Financial Network®.
Robert is also an Enrolled Agent, and as such has been admitted to practice before the Internal Revenue Service.
Originally from Venezuela, Robert, has made Massachusetts his home away from home. He, his wife Christina, and their daughter, Arielle, enjoy a serene country setting in the town of Upton. They also enjoy traveling and time spent with family and friends. Robert's leisurely interests include playing soccer with Arielle, cooking, photography, and building PCs.
Corrine Sonia
Financial Planning Associate
Corrine joined KSP Financial in May 2007. Since then, she has received her FINRA Series 7 and Series 66 securities registrations. Her main responsibilities include trading, asset transfers and rollovers, preparing for client meetings, and accounts and client service.
Prior to joining the firm, Corrine worked in the health care industry as an office manager. She attended Suffolk University for undergraduate studies and in 2006 received her MBA from Bentley University. Corrine lives in Framingham with her daughters and their rescue pup from Louisiana. She enjoys the great outdoors, spending time in NH and Cape Cod, yoga, gardening and hosting get-togethers with friends and family.
Varicia Vanterpool
Front Desk Client Services Specialist
Varicia joined KSP Financial in April 2016. Her main responsibilities include managing client contact, scheduling, client event planning, and annual projects such as client billing and licensing.
Prior to joining KSP Financial, Varicia worked in the veterinary medicine industry as a veterinary technician. She attended the University of Connecticut and in 2008 received her BS in Environmental Science. Originally from New York, Varicia currently lives in Arlington and enjoys exploring the outdoors and spending time with friends.
