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Matthew Gelfand

CFP, CFA

Areas of expertise

Buying a Home
Buying a Home
Managing Debt
Managing Debt
Retirement
Retirement
Tax Strategy
Tax Strategy

Posts

Matthew has not published any posts.

profile last updated 08/06/2022

Office Information

Tricolor Capital Advisors LLC
Matthew David Gelfand

Office Phone

social media & website

Registered States

MD

Licenses & Designations

65

CFP, CFA

Events

Matthew has not posted any events.