Matias is a financial planning consultant dedicated to serving our clients. He conducts periodic reviews of client’s financial plans to ensure they remain aligned with their evolving goals and circumstances and collaborates with our team of experienced advisors to develop holistic financial plans.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.
Check the background of this registered representative on FINRA’s BrokerCheck