Financial Planner
CurrentFee-only, independent fiduciary. We provide comprehensive financial planning and investment management.
Jun 2021 - Present
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Matthew L. Email & Phone Number
Financial Planner at Layline Advisors, LLC
at
Layline Advisors, LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner at Layline Advisors, LLC
Location
Rochester, New York, United States
Company size
Who is Matthew L.? Overview
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Quick answer
Matthew L. is listed as Financial Planner at Layline Advisors, LLC at Layline Advisors, LLC, a company with 2 employees, based in Rochester, New York, United States. AeroLeads shows a matched LinkedIn profile for Matthew L..
Matthew L. previously worked as Financial Planner at Layline Advisors, Llc and Financial Planner at Prudential Financial. Matthew L. holds Bachelor Of Arts (Ba), Economics, History from State University Of New York College At Geneseo.
Company email context
Email format at Layline Advisors, LLC
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Layline Advisors, LLC
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Profile bio
About Matthew L.
Matthew L. is a Financial Planner at Layline Advisors, LLC at Layline Advisors, LLC. He is proficient in Spanish.
Current workplace
Matthew L.'s current company
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Layline Advisors, Llc
3 roles
Matthew L. work experience
A career timeline built from the work history available for this profile.
Financial Planner
Work with clients to analyze their financial situation to provide holistic planning help them achieve their goalsPartner with clients to address the areas of retirement planning, investment management, cash management & liabilities, protection, and tax and estate planning
Mar 2019 - Jun 2021
Database Administrator
Reviewed nuclear power compliance reports; determined relevant components and transcribed into a database Improved, updated, managed coding and database format to optimize organization and ease of use (C++ language)
Jan 2018 - Apr 2018
2 education records
Matthew L. education
Bachelor Of Arts (Ba), Economics, History
Study Abroad, Economics & Business
FAQ
Frequently asked questions about Matthew L.
Quick answers generated from the profile data available on this page.
What company does Matthew L. work for?
Matthew L. works for Layline Advisors, LLC.
What is Matthew L.'s role at Layline Advisors, LLC?
Matthew L. is listed as Financial Planner at Layline Advisors, LLC at Layline Advisors, LLC.
Where is Matthew L. based?
Matthew L. is based in Rochester, New York, United States while working with Layline Advisors, LLC.
What companies has Matthew L. worked for?
Matthew L. has worked for Layline Advisors, Llc, Prudential Financial, and Xceed Engineering.
Who are Matthew L.'s colleagues at Layline Advisors, LLC?
Matthew L.'s colleagues at Layline Advisors, LLC include Mark Wyand, Cfa.
How can I contact Matthew L.?
You can use AeroLeads to view verified contact signals for Matthew L. at Layline Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Matthew L. attend?
Matthew L. holds Bachelor Of Arts (Ba), Economics, History from State University Of New York College At Geneseo.
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