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Cfp® Matthew Kocanda

Partner, Wealth Advisor & Business Development Director
Greater Chicago Area
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Cfp® Matthew Kocanda

Partner, Wealth Advisor & Business Development Director
Greater Chicago Area
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Cfp® Matthew Kocanda is a Wealth Manager and Financial Professionals Practice Group Leader, currently working with Balasa Dinverno Foltz LLC. He studied BS, Finance at Indiana University - Kelley School of Business. With his years of experience in financial services, he provides financial planning and wealth management services to his clients, targeting private equity professionals, investment bankers, and asset managers. Matthew is a certified financial planner, and his areas of expertise include cash flow, tax issues, risk/insurance management, estate planning, and investment allocation. He believes in creating a holistic financial plan for his clients, simplifying the complex to ensure their families' financial goals become a reality.

This public profile is provided courtesy of Clay. All information found here is in the public domain.