Matter Family Office
Cecilia Tarlas, CFP®, serves as a Senior Financial Consultant at Matter Family Office, where employment began in June 2018, having previously held roles as a Financial Consultant and Analyst within the same organization. Prior experience includes a Financial Advisor Intern position at Personal Benefit Financial in 2017, where responsibilities involved creating financial proposals and assisting with client meetings, as well as an Investment Consulting Intern role at Asset Consulting Group in 2016, focused on organizing due diligence files and preparing client meeting materials. Cecilia's career commenced with a Marketing Intern position at USA Mortgage in 2012. Academic credentials include a bachelor's degree from the University of Colorado Boulder and studies at CAPA University in Florence, Italy. Cecilia graduated from Parkway Central High School in 2014.
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Matter Family Office
At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports each family’s unique goals and values through our exceptional investment management, wealth planning and coordination, and culture and legacy services. By guiding families through strategies that foster trust and communication, support inheritance and succession planning, and encourage intentional decision-making, Matter helps them thrive along with their wealth.