Matthew Lazor

Matthew Lazor

Financial Planner at Creative Planning | Washington, District of Columbia, United States

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Work Experience

Creative Planning

Financial Planner

2021-05-01 — Present

SBSB Financial Advisors

Senior Associate | Financial Planner

2021-01-01 — 2021-05-01

FJY Financial

Summer Associate

2018-05-01 — 2018-08-01

Sigma Chi Fraternity

Risk Manager

2017-05-01 — 2018-04-01

Northwestern Mutual

Financial Representative

2016-12-01 — 2018-03-01

Virginia Tech

Treasurer | Class of 2019

2015-08-01 — Present

Skills

comprehensive wealth management financial planning investment management estate planning & trusts strategic tax planning retirement planning insurance risk management business owner services retirement services

Languages

English , English