Matthew Chancey Email & Phone Number
Helping business owners legally mitigate taxes when they sell @ Business Transition Council of Tampa - BTC
Matthew Chancey's Location
Tampa, FL, US
Matthew Chancey's Work
- Helping business owners legally mitigate taxes when they sell @ Business Transition Council of Tampa - BTC
- Tax Shelter and Private Equity Consultant @ Coastal Equities, Inc.
- Professional Speaker @ Accountant-Lawyer Alliance Community (ALA)
- Financial Columnist and National Media Source @ Matt Chancey, CFP®
- Certified Financial Planner @ Dempsey Lord Smith, LLC
- Investment Advisor @ ClaraPHI Advisory Network, LLC
Matthew Chancey's Education
- University of Central Florida - College of Business Administration
Certified Financial Planner™ (Wealth Management & Retirement Planning)
2008 - 2009 - University of Central Florida
Bachelor of Science - BS (Legal Studies)
1991 - 1995
Matthew Chancey's Skills
- Retirement Plan Distribution
- Financial Advisory
- Estate Planning
- Team Building
- Tax Minimization
- Public Speaking
- Pensions
- Retirement Income Strategies
- Insurance
- Wealth Transfer
Matthew Chancey's Summary
Matthew Chancey, based in Tampa, FL, US, is currently a Helping business owners legally mitigate taxes when they sell at Business Transition Council of Tampa - BTC, bringing experience from previous roles at CoastalOne, Accountant-Lawyer Alliance Community (ALA), Matt Chancey, CFP® and Dempsey Lord Smith, LLC. Matthew Chancey holds a 2008 - 2009 Certified Financial Planner™ in Wealth Management & Retirement Planning @ University of Central Florida - College of Business Administration. With a robust skill set that includes Retirement Plan Distribution, Financial Advisory, Estate Planning, Team Building, Tax Minimization and more, Matthew Chancey contributes valuable insights to the industry. Matthew Chancey has 3 emails and 1 mobile phone number on RocketReach.
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