Matt Dockall
Certified Financial Planner™ Retirement Income Certified Professional™
Matt’s mission is to remove financial stress for his clients and allow them to more fully devote themselves to their businesses, practices, families, and communities. He believes that, through better planning, his clients will feel more free to be generous with their time, wisdom, and money.
Matt graduated cum laude from Texas A&M University in 2012 with a Bachelor’s degree in Economics. He launched his financial planning career at Wealth Design Group, where he became the first advisor in the firm's history to earn the Leader's Club award in their inaugural year.
In 2018, Matt co-founded Presidio Financial to deliver unbiased advice grounded in academically-sound investment principles. He holds the CFP® designation from Rice University and the RICP® from The American College of Financial Services — reflecting specialized expertise in comprehensive financial planning and retirement income, along with a deep commitment to professional and ethical best practices. He is also a proud recipient of the Five Star Wealth Manager award for 2024, 2025, and 2026.
Outside of work, Matt is a member of Antioch Houston church and is married to his wonderful wife, Emily. Above all, he seeks to honor God through his work — with dedication, care, and Heavenly wisdom. On weekends, you'll find him enthusiastically (and unabashedly) raising his three kids, to love Houston and Texas A&M sports — through all the ups and downs.