Matt Powlowski, CFBS

Matt Powlowski, CFBS

Director of Financial Planning

 

As an integral part of the financing planning department, Matt assists the advisors in the financial planning process including guidance on the products the firm distributes. He is responsible for inputting data into the software and then working with the Director of Financial Planning to prepare observations and recommendations.  He also teaches advisors how to use the firm’s needs analysis software and comprehensive planning software. He acts as a resource to the advisors in many different aspects that occur during the planning process.