Creative Planning
Matthew Lazor, CFP®, is a Senior Financial Planner at Creative Planning since May 2021. With experience as a Financial Planner, Matthew previously worked at SBSB Financial Advisors from July 2019 to May 2021 as a Senior Associate and Financial Planning Analyst. Matthew also served as Treasurer for the Class of 2019 at Virginia Tech, where a Bachelor of Science in Finance with a focus on Financial Planning was earned in 2019.
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Creative Planning
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Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.