Matthew A. Kotulaemail
Fifth Avenue Financial
90 Park Ave 17th Floor
New York, NY 10016
Professional Story
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Education
Ramapo College (2001-2005)
American College of Financial Services (2016-2019)Hobbies
Family
Traveling
Reading
Hiking & Biking
Playing Baseball & GolfLanguages:
- English
Credentials:
- CFP®
Specialties:
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Retirement Strategies
- Risk Management Strategies
- Estate Planning
- Business Owners
- Financial Education
- Business Succession Planning
- Group Benefits
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