Financial Planning - CFP with 40 Years Experience


Item Number: 5338

Time Left: CLOSED

Value: $5,000

Online Close: Apr 17, 2019 10:03 PM EDT

Bid History: 6 bids - Item Sold!

Description

25 hours of customized financial planning from Nancy Matta, the aunt of an incoming Bronx Science freshman! Meetings can take place at Nancy's office at 200 Park Avenue (preferable) or by phone if needed.  Nancy is fluent in Spanish as well as English.


Nancy Matta is a Senior Vice President and Certified Financial Plannerâ„¢ at the 200 Park Avenue, New York City office of UBS Financial Services Inc. She has worked in the wealth management industry for over 40 years, creating and executing financial planning strategies for families and individuals. Listed among Forbes Best-in State Advisors (2019), Nancy has successfully managed investment portfolios through a variety of market environments.


Nancy has been recognized by Research magazine as one of the top advisors in the country and was inducted into the magazine's Hall of Fame. She has been featured as a "pioneer" in Latino Leaders and has also appeared in Time magazine, Barron's and The Wall Street Journal. 


http://financialservicesinc.ubs.com/team/vm/meetourteam.html

Special Instructions

Expires 5/31/2020.