Matthew Glova, Cfp® Email and Phone Number
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Matthew Glova, Cfp® personal email
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Currently ranked on 𝗙𝗼𝗿𝗯𝗲𝘀' 𝗕𝗲𝘀𝘁-𝗶𝗻-𝗦𝘁𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 list for 2024. Recently named to AdvisorHub's Advisors to Watch list in 2024 .Recognized on 𝗙𝗼𝗿𝗯𝗲𝘀' 𝗡𝗲𝘅𝘁-𝗚𝗲𝗻 𝗕𝗲𝘀𝘁-𝗶𝗻-𝗦𝘁𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 list in 2021, and awarded Triangle Business Journal's 𝟰𝟬 𝗨𝗻𝗱𝗲𝗿 𝟰𝟬 award in 2018. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -CEO, WEALTH CONSULTANT, CFP®Matt is the CEO of LifeTime Asset Management; his main focus is the strategic direction of the firm, its client service models, and the organization's marketing matrix. He also continues to provide dedicated wealth management services to a select group of clients as a CERTIFIED FINANCIAL PLANNER™. LifeTime Asset Management has supported clients for over 30 years, and Matt joined the organization in 2010. Since, Matt has managed several firm acquisitions, which resulted in significant growth. He enjoys the opportunity to make a difference in his clients’ lives and is motivated by the problem-solving challenges that come with smart financial planning strategy, mergers & acquisitions, and practice management. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -COMMUNITYA frequent volunteer, Matt is passionate about organizations that support families, like the Boys & Girls Clubs of Wake County and Wake County Smart Start. His philanthropy focus is donating to organizations that champion advancements in health research and patient support. Matt grew up in Michigan and ventured south to attend the University of North Carolina at Wilmington, where he graduated with a BS in finance. He earned his CFP® from Duke University. In his free time, Matt enjoys golf, cooking, and being with his family. He lives in Raleigh with his wife, Sarah, and their sons, Sawyer and Eli.
Lifetime Asset Management And Lifetime Tax Management
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Ceo And Wealth ConsultantLifetime Asset Management And Lifetime Tax Management Jan 2013 - PresentRaleigh, Nc, UsSecurities and Advisory Services Offered Through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.This communication is strictly intended for individuals residing in the State of : AL, AR, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, MD, MO, NC, NJ, NH, NY, NC, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and servicesPlease review our Terms of Use here: www.commonwealth.com/termsofuse.html
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Wealth ConsultantLifetime Asset Management And Lifetime Tax Management Mar 2010 - Jan 2013Raleigh, Nc, Us
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Board MemberWake County Smart Start Jul 2020 - PresentRaleigh, Nc, UsWake County SmartStart is a nonprofit organization with the mission to build the capacity of families and the community to prepare children for success in school and in life. Officially formed in 1996, Wake County SmartStart works to improve the quality, accessibility and affordability of child care, provide preventive health and early intervention services and offer family support services.Together, community volunteers, staff members, child care providers, schools, organizations, and local businesses all strive to realize SmartStart's mission and build a strong foundation for children's learning and development beginning at birth. -
Founding Member, TreasurerCornerstone Study Group 2016 - PresentThe Cornerstone Study Group fosters an environment for personal and professional development. Our group binds creative, innovative, hard-working and successful financial professionals together for brief, productive meetings twice a year. The purpose is to provide mutual support and growth in an educational context where we can broaden our perspective on our industry, our careers, and running our businesses.The group was created in 2016 and was modeled after and supported by The Pinnacle Group, which was founded in 1995.
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MemberWake County Estate Planning Council Inc Sep 2022 - PresentThe Wake Estate Planning Council (WCEPC) is a local affiliate of the National Association of Estate Planners & Councils (NAEPC), a national organization of professional estate planners and affiliated estate planning councils, focused on establishing and monitoring the highest professional and educational standards. The mission of WCEPC is to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process. -
Member Of The Uncw Alumni Association Board Of DirectorsUniversity Of North Carolina At Wilmington 2008 - 2017Wilmington, Nc, UsThe UNCW Alumni Association Board is an elected group of volunteers that help guide and advise The UNCW Alumni Association. The association is the lead supporter in the university's strategic vision. Its purpose is to connect and involve alumni, students and friends in the promotion and advancement of the university. The association serves all Seahawks, requiring no fee to receive benefits or participate in chapters. It engages alumni with one another, and in the life of the university and its students, through regional, affinity, reunion, student and career-based programs, encouraging alumni to get informed of opportunities to connect; be involved as event attendees, volunteers, mentors, employers and ambassadors; and invest in UNCW by giving back philanthropically. -
Investment Advisor RepresentativeCapitol Financial Solutions 2007 - 2010Provided strategies to individuals and businesses on Wealth Management, Retirement Planning, Investment Strategies and more.
Matthew Glova, Cfp® Skills
Matthew Glova, Cfp® Education Details
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Duke UniversityDuke University’S Certificate In Financial Planning Program -
University Of North Carolina WilmingtonFinance
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Clarkston High SchoolHigh School
Frequently Asked Questions about Matthew Glova, Cfp®
What company does Matthew Glova, Cfp® work for?
Matthew Glova, Cfp® works for Lifetime Asset Management And Lifetime Tax Management
What is Matthew Glova, Cfp®'s role at the current company?
Matthew Glova, Cfp®'s current role is CEO and Wealth Consultant at LifeTime Asset & Tax Management.
What is Matthew Glova, Cfp®'s email address?
Matthew Glova, Cfp®'s email address is ma****@****set.com
What is Matthew Glova, Cfp®'s direct phone number?
Matthew Glova, Cfp®'s direct phone number is +191984*****
What schools did Matthew Glova, Cfp® attend?
Matthew Glova, Cfp® attended Duke University, University Of North Carolina Wilmington, Clarkston High School.
What are some of Matthew Glova, Cfp®'s interests?
Matthew Glova, Cfp® has interest in Social Services, Children, Economic Empowerment, Environment, Education, Science And Technology, Human Rights, Health.
What skills is Matthew Glova, Cfp® known for?
Matthew Glova, Cfp® has skills like Estate Planning, Financial Advisory, Securities, Investments, Finance, Retirement, Services, Investment Advisory, Financial Services, Retirement Planning, Wealth Management, Mutual Funds.
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