Mark Matos, CFP®

Naples, Florida Area United States

Managing Director at Global Wealth Consultants Financial Advisor for High Net Worth People

Finance / Banking / Insurance

Decade of professional Investment experience in wealth management industry Private banking services background with banking team Involved in community of Financial Planners for Financial planning practice I am responsible for defining the client relationship, gathering information, setting goals & expectations, analyzing the current financial status, developing and communicating recommendations, and the implementation and monitoring recommendations over time. I manage a wealth management firm for successful individuals & high net worth clients. I provide fiduciary investment advisory, financial planning, and generational wealth transfer services for affluent individuals, high net worth ...