Matthew Garasic, CFP®
Youngstown, OH
Verified Identity
Founder at
Unrivaled Wealth Management
Years of Experience
8 years
Member Since
2023
Allow Me to Introduce Myself
I help executives and key employees align their money with the life they want today and in the future.
Business executives and other professionals tend to start working with me when:
• They don't have the time and/or desire to properly manage their finances.
• They want practical advice on what th...
Clientele
Corporate Executives
Tech Employees
Entrepreneurs
Business Owners
Wealthy Families
High Net Worth Individuals
Ultra High Net Worth Individuals
Services Provided
Financial Planning
Tax Planning
Investment Management
Estate Planning Strategies
Specialties and Expertise
Tax Minimization Inv...
Portfolio Construction
High Net Worth Planning
Cash Flow Analysis
Business Ownership Strategies
Succession Planning
Credentials and Designations
Certified Financial Planner™
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Series 65 - Uniform Investment Adviser Law Exam
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Pricing Models
Flat FeeHourly RateAUM
Education
Ohio State University
Bachelors of Science, Consumer and Family Financial Services
Obtained in 2017
Previous Work Experience
GenTrust
Head of Financial Planning
2021 - 2023
Summit Financial Strategies
Staff Financial Advisor
2019 - 2021
Strategic Wealth Partners
Planning Analyst
2017 - 2019
Advisor Links
Disclosures and Proof of License
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Profile Last Updated: November 20, 2025