Matthew Filik is a Certified Financial Planner and Co-Founder of ClearFocus Financial, based in Mountainside, New Jersey. Matthew’s financial planning process is rooted in the balance of academic research and practical applications that provides a simplified and clear path to helping clients achieve their goals.
In this episode, Brian and Matthew discuss:
- Building Strong Client Relationships
- Bridging the Age Gap in Financial Advising
- Beyond Market Trends
- Entrusting Clientele to the Next Generation
Facebook: https://www.facebook.com/ClearFocusFinancial
Facebook: https://www.facebook.com/matthew.filik/
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