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Chief Growth Officer
Matt Rakerd has 23 years of experience in the financial planning and investment field. He specializes in wealth management for executives, successful business owners, and affluent individuals. He is committed to providing excellent service and assisting clients in the areas of financial planning, investment management, estate planning, and risk management.
Matt earned his Bachelor’s degree from Clarion University, studying Finance. Matt currently holds his Series 7, 24, 63 and 66 FINRA licenses.
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