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Matt Fizell | Financial Advisor

Profile img for Matt Fizell, financial advisor at Harmony Wealth
Madison, WI
Matt Fizell
Financial Advisor
Harmony Wealth

Verified Identity

Important Disclosures

Specialties and Expertise

7
Cash Flow Analysis
Debt Management
College Planning
High Net Worth Planning
Ultra High Net Worth Planning
Retirement Income
Business Ownership Strategies

Clientele

7
New Investors
Healthcare Workers
Tech Employees
Doctors
High Net Worth Individuals
Business Owners
Nurses

Credentials and Designations

1
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Certified Financial Planner™

Education

1
University of WisconsinMadisonBachelors of Science - Personal FinanceYear Obtained: 2015
Quick Facts About Matt
Years of Experience:10 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Insurance

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Pricing Models

AUM

Proof of License

BrokerCheck
SEC Profile
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Madison, WI
Matt Fizell
Financial Advisor
Harmony Wealth
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