Matthew Tarullo
Meet Matt.
Matthew came to our team as a former client who had a passion for helping clients pursue their financial goals. Formerly a professional athlete, he works with other athletes, Baby Boomers and educators to help them to remain highly motivated toward success.
Matthew is a seasoned financial advisor specializing in succession planning for retiring financial planners. With his unique 6-step process, he ensures a tax-efficient and seamless transition, allowing advisors to exit on their own terms while leaving a lasting legacy for their clients. His team also excels in organizing the financial affairs of business owners, leveraging their extensive network of professionals in tax planning, real estate, legal services, Medicare, social security, and property and casualty insurance.
Matt's approach combines knowledge, experience, and honesty, making the journey to financial stability straightforward and timely. His belief in treating a client with respect and understanding, while providing a disciplined approach to investing as his mainstay, and we are happy to have him as a valuable member of our holistic planning team. Matthew, his wife Christine, along with their two kids are proud have been part of the Capital District for their entire lives.
Connect with Matthew to start your financial journey today.