Specialties
About Me
With extensive expertise in financial planning, Matt Gandy, CLU® collaborates closely with clients' financial teams to develop tailored strategies for successful individuals.
Matt joined the financial services industry in 2016. Since then, he has become a trusted advisor to clients and advisors nationwide. Matt combines technical knowledge with strategic insight to craft innovative solutions that align with long-term financial goals with a particular emphasis on tax reduction. Matt is a dedicated professional with a passion for helping clients achieve financial security. Matt is a graduate of Creighton University with a degree in economics and a letter winner for the baseball team. He holds the Chartered Life Underwriter (CLU®) designation and the Series 7, 66 and 24 FINRA registrations. In his free time, Matt enjoys traveling, golfing, grilling, Jiu-Jitsu, and scuba diving.
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Interests & Hobbies
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Credentials
CLU
Chartered Designations
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Disclosures
Securities and investment advisory services offered through Capital Synergy Partners, member FINRA/SIPC. This e-mail message and any attachments are intended solely for the use of the addressee(s) named above and may contain information that is confidential. If the reader of his message is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this message in error, please immediately notify the sender and delete the mail.