Matthew Garasic (CFP®)
Matthew Garasic focuses in the
following client markets or areas of practice:
- Corporate Executives
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Corporate Executives
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
Equity compensation Corporate executives Employer stock options Restricted Stock Units Tax planningAdditional Information
I help executives and key employees align their money with the life they want today and in the future. 100% free from the financial jargon that puts you to sleep. Unrivaled Wealth Management serves clients across the United States and offers several different services and fee structures to fit the unique needs of every client. Please visit our website for detailed service and pricing information.NAPFA Start Date
March 28, 2023
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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