Matthew Lazar, CRPC
Founder
Wealth Manager with broad experience in all aspects of financial planning for the past 12 years. Direct experience and expertise with investments such as stocks, mutual funds, annuities, IRAs, commodities, options, exchange traded funds and IPOs. Interested in helping individuals and small business owners who don't have the time to manage their own assets and feel they are missing out on substantial portfolio improvements they would have with strategic wealth management.
I am a trustee at my church in which I married my beautiful wife Courtney in 2008. We enjoyed our summer honeymoon on the streets of Paris before heading to Italy for two weeks. I spent most of my 20s trying to find some meaning of success. The rest of my life, my goals are geared toward significance. My goal is to be significant in at least one way each year for every client, friend and family member.
Personally, I think you should create your "bucket list" today. Why wait? Life is short, make the most of it. Play. Have Fun. No regrets. Family first. Best friends are family. I love people. Getting to know them. Talking with those who have come before me and learning from their wisdom. Take pictures. Try different things. Seek out new experiences. Smile. Be the First to Say "Hello." Be true to yourself. Dream big. Tell your Mom & Dad you love them. I call my grandparents often, just to say hi. Remember birthdays. Admit your mistakes. Follow through on your word. Have a lot of energy. Be active. Don't just give your money to something, donate something of more value, your time.
Specialties
Graduated from Capital University with a major in economics and another in political science. Graduated from the Chartered Retirement Planning Counselor program in 2007 (CRPC). Trained and registered to help small business owners. Expert in retirement planning, education planning, tactical asset allocation, money management, cash reserves, protection planning. Use of investment related proprietary modeling system to aid in investment decisions.
If you have a free hour, please watch this video.