Matt  Bacon,  CFP<sup>&reg;</sup> - Financial Advisor

Matt Bacon, CFP®

EA

Financial Planner

MAI Capital

18 E Diamond Ave
Gaithersburg, MD 20877-3020
FINANCIAL ADVISOR'S WEBSITE
(301) 217-9300 CONNECT WITH Matt
  • linkedin link

General

Matt Bacon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MAI Capital in Gaithersburg, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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