Services
Financial Planning - CFP with 40 Years Experience
- Item Number
- 5338
- Estimated Value
- 5000 USD
- Sold
- 500 USD to pj890ca08
- Number of Bids
- 6 - Bid History
Item Description
25 hours of customized financial planning from Nancy Matta, the aunt of an incoming Bronx Science freshman! Meetings can take place at Nancy's office at 200 Park Avenue (preferable) or by phone if needed. Nancy is fluent in Spanish as well as English.
Nancy Matta is a Senior Vice President and Certified Financial Plannerâ„¢ at the 200 Park Avenue, New York City office of UBS Financial Services Inc. She has worked in the wealth management industry for over 40 years, creating and executing financial planning strategies for families and individuals. Listed among Forbes Best-in State Advisors (2019), Nancy has successfully managed investment portfolios through a variety of market environments.
Nancy has been recognized by Research magazine as one of the top advisors in the country and was inducted into the magazine's Hall of Fame. She has been featured as a "pioneer" in Latino Leaders and has also appeared in Time magazine, Barron's and The Wall Street Journal.
http://financialservicesinc.ubs.com/team/vm/meetourteam.html
Item Special Note
Expires 5/31/2020.
Parents Association of Bronx High School of Science stores data...
Your support matters, so Parents Association of Bronx High School of Science would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Parents Association of Bronx High School of Science, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Parents Association of Bronx High School of Science will keep your personal data secure and Parents Association of Bronx High School of Science will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.