Matthew Harris

CFP®

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Matthew Harris

Client Manager

About Matthew

Matthew Harris is a Client Manager for Marcum Wealth. With over ten years of experience in financial services, Matt’s focus is retirement planning, asset allocation, cash flow analysis, and education planning.

Practice Focus

Financial Planning
Wealth Management
Asset Allocation
Client Service
Education Planning
Client Reporting
High-Net-Worth Individuals & Families

Education and Certifications

MBA, Finance, BBA, Management
Hofstra University Frank G. Zarb School of Business

Certified Financial Planner (CFP®)