Matthew Chancey, CFP® in

Matthew Chancey, CFP®

Sharpshooter · DISC type DC
Founder at Tax Alpha Companies
📍 Tampa, Florida, United States

Matthew Chancey is the Founder of Tax Alpha Companies and a Certified Financial Planner™ specializing in tax mitigation strategies for high-net-worth individuals, particularly in real estate and business sale transactions. A University of Central Florida graduate, he is a frequent media contributor, sharing his expertise with outlets like The Wall Street Journal and Forbes.

Outside of his financial career, Matthew is a former college athlete who earned a football scholarship to the University of Central Florida. He dedicates time to community service, volunteering to teach finance to university students and to pre-release individuals within the criminal justice system.

Interesting fact: Matthew was a member of the University of Central Florida football team.

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Experience
20 Years
Current Role
Founder
Job Level
Leadership
Location
Tampa, Florida, United States
Personality Overview

How Matthew shows up

ROI Driven
Rigorous & Demanding
Fast But Analytical

They prefer to move quickly, and expect the same from others. They like to stay in control of the negotiation or defining of the terms. They respond well to strong and respectful communication.

Priorities

Topics Matthew cares about

Tax Mitigation
His entire career is built around creating sophisticated, legal tax strategies for high-value real estate and business transactions to maximize wealth preservation.
Real Estate Investing
He focuses on helping investors unlock hidden financial benefits in their real estate deals and frequently speaks about tax-advantaged strategies for property owners.
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Career

Work history

1-2023
Founder
Tax Alpha Companies
12-2022
Helping business owners legally mitigate taxes when they sell
Business Transition Council of Tampa - BTC
11-2021
Sophisticated Tax Investment Specialist
Realta Wealth
8-2019
Professional Speaker
Accountant-Lawyer Alliance Community (ALA)
6-2005
Financial Columnist & National Media Source
Matt Chancey, CFP®
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2008 - 2009
Certified Financial Planner™
UCF College of Business
1991 - 1995
Bachelor of Science - BS
University of Central Florida
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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