Matthew Reakus, Cfp®, Cka®, Ea

Matthew Reakus, Cfp®, Cka®, Ea Email and Phone Number

Devoted Christian, Husband, Father and Financial Planner empowering my clients to live a freeing and fulfilling life. @ Sound Wealth
Matthew Reakus, Cfp®, Cka®, Ea's Location
Marlton, New Jersey, United States, United States
Matthew Reakus, Cfp®, Cka®, Ea's Contact Details

Matthew Reakus, Cfp®, Cka®, Ea work email

Matthew Reakus, Cfp®, Cka®, Ea personal email

n/a

Matthew Reakus, Cfp®, Cka®, Ea phone numbers

About Matthew Reakus, Cfp®, Cka®, Ea

Matthew Reakus, Cfp®, Cka®, Ea is a Devoted Christian, Husband, Father and Financial Planner empowering my clients to live a freeing and fulfilling life. at Sound Wealth. He possess expertise in investments, finance, retirement planning, wealth management, investment management and 12 more skills.

Matthew Reakus, Cfp®, Cka®, Ea's Current Company Details
Sound Wealth

Sound Wealth

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Devoted Christian, Husband, Father and Financial Planner empowering my clients to live a freeing and fulfilling life.
Matthew Reakus, Cfp®, Cka®, Ea Work Experience Details
  • Sound Wealth
    Owner
    Sound Wealth Jan 2022 - Present
    Marlton, New Jersey, United States
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  • Zenith Group
    Co-Founder
    Zenith Group Jan 2018 - Dec 2021
    United States
  • Cora Capital Advisors
    Financial Planner
    Cora Capital Advisors Nov 2016 - Aug 2017
    View
  • Mercer Advisors
    Client Advisor
    Mercer Advisors Feb 2016 - Aug 2016
    Radnor, Pa
    • Assist in analyzing individual and corporate financial data to develop objective, multifaceted financial plans encompassing a wide array of goal-oriented strategies.• Surgically recommend sophisticated investment portfolios tailored around specific goals and risk tolerances.• Provide insight and recommendations to clients regarding Defined Contribution and Benefit plans.• Successful leader providing training in the company’s centric technology to all new associates.
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  • Mercer Advisors
    Associate Advisor
    Mercer Advisors Apr 2014 - Feb 2016
    Radnor, Pa
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  • Massey Morgan Financial Solutions
    Financial Associate
    Massey Morgan Financial Solutions Oct 2013 - Feb 2014
    • Assist in preparing financial strategies, performance reports and presentation materials. • Taking care of all administrative details, coordinating the flow of work and ensuring that all deadlines are met.
  • Barrister Wealth Management, Llc
    Financial Planning Intern
    Barrister Wealth Management, Llc Sep 2012 - May 2013
    • Work under the guidance of a senior professional to grow in all facets of financial planning including but not limited to cash flow analysis, investment analysis, developing recommendations and public speaking.• Assist administratively in the opening, funding and investing of client accounts.
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Matthew Reakus, Cfp®, Cka®, Ea Skills

Investments Finance Retirement Planning Wealth Management Investment Management Strategic Financial Planning Business Strategy Small Business Family Office Financial Planning Tax Estate Planning Public Speaking Qualified Retirement Plans Microsoft Office Microsoft Excel Microsoft Word

Matthew Reakus, Cfp®, Cka®, Ea Education Details

Frequently Asked Questions about Matthew Reakus, Cfp®, Cka®, Ea

What company does Matthew Reakus, Cfp®, Cka®, Ea work for?

Matthew Reakus, Cfp®, Cka®, Ea works for Sound Wealth

What is Matthew Reakus, Cfp®, Cka®, Ea's role at the current company?

Matthew Reakus, Cfp®, Cka®, Ea's current role is Devoted Christian, Husband, Father and Financial Planner empowering my clients to live a freeing and fulfilling life..

What is Matthew Reakus, Cfp®, Cka®, Ea's email address?

Matthew Reakus, Cfp®, Cka®, Ea's email address is ma****@****ors.com

What is Matthew Reakus, Cfp®, Cka®, Ea's direct phone number?

Matthew Reakus, Cfp®, Cka®, Ea's direct phone number is +185636*****

What schools did Matthew Reakus, Cfp®, Cka®, Ea attend?

Matthew Reakus, Cfp®, Cka®, Ea attended Stockton University.

What skills is Matthew Reakus, Cfp®, Cka®, Ea known for?

Matthew Reakus, Cfp®, Cka®, Ea has skills like Investments, Finance, Retirement Planning, Wealth Management, Investment Management, Strategic Financial Planning, Business Strategy, Small Business, Family Office, Financial Planning, Tax, Estate Planning.

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