Matt Marinovich, CFP®
As Director of Financial Planning, Matt works with the planning team to deliver support to advisers and a consistent, thorough experience to SignatureFD clients. He is involved in all levels of servicing clients' financial planning needs, including coaching and developing the planning team, driving the adoption of planning technology and implementing comprehensive strategies across estate, tax, education, retirement and business planning.
He aims to ensure each client benefits from a holistic approach by integrating the firm's various disciplines into financial planning. He seeks to help clients achieve their Net Worthwhile®, showing there is more to wealth than numbers by providing comfort, security and lasting legacies for families, by coordinating and pursuing their goals across SignatureFD's four pillars of wealth activation: Grow, Protect, Give and Live.
Website: signaturefd.com | LinkedIn
Latest articles by Matt Marinovich, CFP®
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Why Summer Is the Perfect Time to Reassess Your 529 Plan529 plans are more versatile than ever. Take time this summer to assess whether you're making the best use of all the options — and any available financial aid.
By Matt Marinovich, CFP®
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Trump Accounts Are a No-Brainer if You're Eligible (How to Apply)What's not to like about tax-efficient savings that grow with your child and may even get a $1,000 federal contribution? If you're eligible, it makes sense to sign up.
By Matt Marinovich, CFP®
