Matthew Garasic (CFP®)
Matthew Garasic focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
Equity compensation Corporate executives Employer stock options Legacy and generational wealth planning Tax planningNAPFA Start Date
March 28, 2023