Matt Roop (CFP®, MBA)
Matt Roop focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Additional Information
- Investment Advice with Ongoing Management
- Exit Planning for Business Owners
- Multigenerational Planning
NAPFA Start Date
June 24, 2015