Robert Matricardi Jr CFP-r

Robert Matricardi Jr CFP-r Financial Planning for all stages of life and asset levels. Securities and advisory services offered through LPL Financial, a registered investment advisor.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Member FINRA/SIPC. www.finra.org, www.sipc.org

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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Fort Mill, SC
29715

Telephone

(704)816-8000

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Strategy first

In this chapter of my professional life, I am leveraging 20 years of coaching financial planners to working with clients directly. I serve individuals, families, and small businesses with financial planning tools and techniques to pursue their financial and life goals. I serve all levels of wealth, as I believe that this is part of my way to serve Gods people.

I believe ALL people have value, deserve respect and I can help you in some way.

We will collaborate to create a personalized structured plan to remove stress, so you can get back to enjoying your life, family and doing the things that bring you joy.

Let’s get started!