Cepa Matt Lagoy Cfp Crpc Email & Phone Number | Matt focuses on personalized wealth management and works with clients on their complete financial picture, ranging from investments and retirement planning to education, insurance and estate planning issues. Matt’s select group of clients include professionals and entrepreneurs and their families, retirees and small and mid-sized businesses. Matt often helps business owners grow, and sell or transition their business to the next generation. Every client/advisor relationship is unique. For clients that choose to engage in an advisory relationship, it begins with a thorough information sharing session to determine what is most important to each client. A Net Worth Statement is produced, along with an “x-ray” of a client’s investments to determine his or her current asset allocation and risk levels. Matt and his team then use an advanced retirement modelling approach - a way for you to sit in the driver’s seat of your own retirement and personally test the fit and feel of a number of plans - to find the best one for you. These steps then become part of a client’s annual review. Matt holds the CERTIFIED FINANCIAL PLANNER (CFP) professional certification, the Chartered Retirement Planning Counselor℠ (CRPC) designation, and the Certified Exit Planner Advisor (CEPA) credential. Matt also holds the Series 7, 66 and 31 registrations and is licensed to assist clients with their life insurance needs. He started his career at Morgan Stanley and joined Janney in 2017. Matt graduated from Gettysburg College with a degree in Business Management and Spanish, and studied abroad in Seville, Spain. Matt also played football and was a member of the Sigma Alpha Epsilon fraternity. In his free time, Matt enjoys spending time with his family, golfing, and coaching his kids' sports teams. Matt lives in Glen Mills, PA with his wife, Jaime, and two children, Charlotte and Jack. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Cepa Matt Lagoy Cfp Crpc

Matt focuses on personalized wealth management and works with clients on their complete financial pi...
Greater Philadelphia, Greater Philadelphia, United States

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Cepa Matt Lagoy Cfp Crpc’s Email mlagoy@janney.com

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Cepa Matt Lagoy Cfp Crpc’s Location Greater Philadelphia, Greater Philadelphia, United States

Cepa Matt Lagoy Cfp Crpc’s Current Industry Janney Montgomery Scott

Cepa Matt Lagoy Cfp Crpc’s Prior Industry Merrill Lynch | Citi | Morgan Stanley

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Work Experience

Janney Montgomery Scott

Financial Advisor

2017-02-01 00:00:00 - Present

Merrill Lynch

Financial Advisor

2009-11-01 00:00:00 - 2017-02-01 00:00:00

Citi

Financial Advisor

2006-02-01 00:00:00 - 2009-06-01 00:00:00

Morgan Stanley

Financial Advisor

2003-01-01 00:00:00 - 2006-02-01 00:00:00

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FAQ About Cepa Matt Lagoy Cfp Crpc

Cepa Matt Lagoy Cfp Crpc is located at
Greater Philadelphia, Greater Philadelphia, United States

Cepa Matt Lagoy Cfp Crpc is a Matt focuses on personalized wealth management and works with clients on their complete financial picture, ranging from investments and retirement planning to education, insurance and estate planning issues. Matt’s select group of clients include professionals and entrepreneurs and their families, retirees and small and mid-sized businesses. Matt often helps business owners grow, and sell or transition their business to the next generation. Every client/advisor relationship is unique. For clients that choose to engage in an advisory relationship, it begins with a thorough information sharing session to determine what is most important to each client. A Net Worth Statement is produced, along with an “x-ray” of a client’s investments to determine his or her current asset allocation and risk levels. Matt and his team then use an advanced retirement modelling approach - a way for you to sit in the driver’s seat of your own retirement and personally test the fit and feel of a number of plans - to find the best one for you. These steps then become part of a client’s annual review. Matt holds the CERTIFIED FINANCIAL PLANNER (CFP) professional certification, the Chartered Retirement Planning Counselor℠ (CRPC) designation, and the Certified Exit Planner Advisor (CEPA) credential. Matt also holds the Series 7, 66 and 31 registrations and is licensed to assist clients with their life insurance needs. He started his career at Morgan Stanley and joined Janney in 2017. Matt graduated from Gettysburg College with a degree in Business Management and Spanish, and studied abroad in Seville, Spain. Matt also played football and was a member of the Sigma Alpha Epsilon fraternity. In his free time, Matt enjoys spending time with his family, golfing, and coaching his kids' sports teams. Matt lives in Glen Mills, PA with his wife, Jaime, and two children, Charlotte and Jack. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.