Matthew Lazar - Professional Summary:
Matthew Lazar founded Trafalgar Wealth Management in 2010 and has since grown the investment firm to serve nearly 150 customers across the nation. An experienced entrepreneur, Matt Lazar is also the co-founder of Scioto Ridge Job Networking Group, which helps executives with job transitions and has grown from less than five to more than 1,000 members in the past several years. He was previously the owner of a financial application he created that ranked #1 on Apple's iTunes and earned the title of “New and Noteworthy.”
With over a decade of experience in the finance sector, Lazar worked as a financial consultant and advisor prior to opening his own firm. He was a financial advisor for Ameriprise Financial for six years, during which he managed recruitment and oversaw $21 million. In the year preceding the launch of Trafalgar Wealth Management, he served as a financial consultant for Ebner Financial Group.
Matthew Lazar earned dual degrees in economics and political Science from Capital University, and minored in marketing and finance. After graduating, he pursued training to become a chartered retirement planning counselor (CRPC). In addition to financial and retirement planning, he specializes in education planning and tactical asset allocation.
Matthew Lazar - Professional Experience:
Trafalgar Wealth Management, LLC
Jun 1, 2010 - present
A unique financial advisory firm that offers you service that is personal, private, and exclusive. We aspire to have only a limited number of clients in which we provide personal service to each and every one of them. We honor our relationship with you by providing independent thinking that is free of conflicts of interest and the attention that you deserve. You will not likely find this type of service and performance anywhere else. Life isn’t static, and your financial plan shouldn’t be either. It needs to be flexible enough to meet unexpected challenges, but disciplined enough to maintain a long-term vision that encompasses all of your financial goals.
Matthew Lazar - Education:
Jan 1, 1998 - Jan 1, 2002
Matthew Lazar - Interests:
Golf, Travel, Exercise, Duke basketball