Matthew Antos

Matthew Antos Email and Phone Number

CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor @ Cultivate Wealth Management
Matthew Antos's Location
Lakeland, Florida, United States, United States
About Matthew Antos

As an independent CERTIFIED FINANCIAL PLANNER™, I strive to understand the needs of my clients in order to develop a plan of action with the aim to help them achieve their retirement goals. I am the owner of Cultivate Wealth Management which operates under the LPL Financial independent platform.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Matthew Antos's Current Company Details
Cultivate Wealth Management

Cultivate Wealth Management

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CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor
Matthew Antos Work Experience Details
  • Cultivate Wealth Management
    Certified Financial Planner™, Cepa
    Cultivate Wealth Management 2008 - Present
    Providing Wealth Management Solutions for Individuals and Self-Employed Business OwnersCultivate Wealth Management has been serving the Lakeland community, and beyond, for over 2 decades, formerly as Chase Wealth Management.Having the CERTIFIED FINANCIAL PLANNER™ designation, Matthew J. Antos at Cultivate Wealth Management works with your best interest in mind, striving to understand your needs in order to develop a plan of action with the aim to help you achieve your retirement goals.Matthew J. Antos, the owner of Cultivate Wealth Management, operates under LPL Financial, an independent platform.
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  • Lpl Financial
    Certified Financial Planner™
    Lpl Financial 1996 - Present
    Lakeland, Florida, United States
    LPL Financial is an independent broker/dealer and RIA custodian with no proprietary products.We deliver objective guidance and then select the appropriate products, if any, your financial plan may call for.
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  • Citi
    Certified Financial Planner™
    Citi 2002 - 2008
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  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 1998 - 2002
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  • Prudential Financial
    Financial Advisor
    Prudential Financial 1996 - 1998
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Matthew Antos Education Details

Frequently Asked Questions about Matthew Antos

What company does Matthew Antos work for?

Matthew Antos works for Cultivate Wealth Management

What is Matthew Antos's role at the current company?

Matthew Antos's current role is CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor.

What schools did Matthew Antos attend?

Matthew Antos attended State University Of New York College At Buffalo.

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