Matt Sallaberry, Cepa, Cfp® Email & Phone Number

I can be contacted at msallaberry@monetagroup.com. Growing up in a family business and my 20+ years in financial services supporting other businesses reflects my passion for helping owners, their families and employees achieve their most important and most personal life goals. My financial advisory practice and designation as a Certified Exit Planning Advisor positions me uniquely to understand the challenges and risks that privately-held businesses, their owners, families and employees face on a daily basis - challenges and risks that pose as threats to transformative wealth accumulation and business sustainability. I help my clients ensure that the success of their business translates to personal financial success for all stakeholders.I am a proud member of the Ring Winegrad Hunady team at Moneta which has extensive experience with both personal financial planning for successful individuals as well as 401k plan management for privately-held companies and non-profits. At Moneta, we go further than others in delivering financial planning solutions that are always grounded in putting clients, their families and employees first.Professional Bio: http://monetagroup.com/professional/matt-sallaberry/Learn How I Help Business Owners: https://monetagroup.com/accelerate_the_value_of_your_business/

Listed skills include Asset Based Lending, Commercial Mortgages, Banking, Cash Management, and 20 others.