Matthew Botkin Jd Llm Cpa Cfp

FAQ About Matthew Botkin Jd Llm Cpa Cfp

• What is Matthew Botkin Jd Llm Cpa Cfp's address?

  Matthew Botkin Jd Llm Cpa Cfp is located at
  Miami, Florida, United States

• What is Matthew Botkin Jd Llm Cpa Cfp's job title?

  Matthew Botkin Jd Llm Cpa Cfp is a
  Matthew I. Botkin, Founder and President of Building Financial Solutions, Inc. is the co-author of the best selling book “Achieve Financial Freedom - Big Time.” Matthew is a financial advisor and planner located in South Florida. As a CFP, CPA, Attorney and Investment Advisory Representative. Matthew provides customized financial services with investment, retirement, tax and estate planning strategies. Matthew is a leader in education and assists his clients in understanding technical terms to help make financial decisions. Professional and Organizational memberships include the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA), Maryland Association of Certified Public Accountants (MACPA), American Bar Association (ABA), and the Florida Bar. Matthew holds a Bachelor of Science in Accounting from Towson University. He graduated with a Master of Science in Financial Planning from Bentley University and graduated with a Juris Doctorate from Nova Southeastern University’s Shepard Broad Law Center. He also graduated, cum laude, with an LL.M. in Taxation from the University of Miami School of Law. Matt performs client services in Investment, Retirement Planning, Insurance, Estate Planning, Tax and more and has had extensive training on meeting client’s goals and objectives. His needs based approach assists clients in reaching their objectives by listening closely, customizing and implementing financial strategies, and building intergenerational relationships. Matthew can be contacted at his office 954-771-0100 or by e-mail at [email protected] Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency Please visit www.avantaxwealthmanagement.com/social_policy for more information. Avantax Wealth Management

• What industry does Matthew Botkin Jd Llm Cpa Cfp currently work in?

  Matthew Botkin Jd Llm Cpa Cfp currently works in the
  Avantax Wealth Management

• What is Matthew Botkin Jd Llm Cpa Cfp's area of expertise?

  Matthew Botkin Jd Llm Cpa Cfp specializes in
  Matthew I. Botkin, Founder and President of Building Financial Solutions, Inc. is the co-author of the best selling book “Achieve Financial Freedom - Big Time.” Matthew is a financial advisor and planner located in South Florida. As a CFP, CPA, Attorney and Investment Advisory Representative. Matthew provides customized financial services with investment, retirement, tax and estate planning strategies. Matthew is a leader in education and assists his clients in understanding technical terms to help make financial decisions. Professional and Organizational memberships include the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA), Maryland Association of Certified Public Accountants (MACPA), American Bar Association (ABA), and the Florida Bar. Matthew holds a Bachelor of Science in Accounting from Towson University. He graduated with a Master of Science in Financial Planning from Bentley University and graduated with a Juris Doctorate from Nova Southeastern University’s Shepard Broad Law Center. He also graduated, cum laude, with an LL.M. in Taxation from the University of Miami School of Law. Matt performs client services in Investment, Retirement Planning, Insurance, Estate Planning, Tax and more and has had extensive training on meeting client’s goals and objectives. His needs based approach assists clients in reaching their objectives by listening closely, customizing and implementing financial strategies, and building intergenerational relationships. Matthew can be contacted at his office 954-771-0100 or by e-mail at [email protected] Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency Please visit www.avantaxwealthmanagement.com/social_policy for more information.

• Which languages does Matthew Botkin Jd Llm Cpa Cfp speak? 

  Matthew Botkin Jd Llm Cpa Cfp speaks the following languages:
  No languages available.

• Which industries has Matthew Botkin Jd Llm Cpa Cfp previously worked in?   

  Matthew Botkin Jd Llm Cpa Cfp has prior experience in the following industries:
  Building Financial Solutions , Hdvest Financial Services , Sullivan And Company Cpas , Bond Beebe , Tax Reduction Institute , Internal Revenue Service

• What is Matthew Botkin Jd Llm Cpa Cfp’s work experience?  

  Matthew Botkin Jd Llm Cpa Cfp has the following professional experience:
  Avantax Wealth Management , Building Financial Solutions , Hdvest Financial Services , Sullivan And Company Cpas , Bond Beebe , Tax Reduction Institute , Internal Revenue Service .

• How can I find Matthew Botkin Jd Llm Cpa Cfp on LinkedIn?  

  You can view Matthew Botkin Jd Llm Cpa Cfp’s
  LinkedIn profile at LinkedIn URL.

• What are Matthew Botkin Jd Llm Cpa Cfp’s work email addresses?  

  Matthew Botkin Jd Llm Cpa Cfp’s work email addresses are
  [email protected] .

• What company does Matthew Botkin Jd Llm Cpa Cfp work for?  

  Matthew Botkin Jd Llm Cpa Cfp works at
  Avantax Wealth Management