Matthew I. Botkin,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew I. Botkin, CFP®

CPA/PFS, J.D.

CEO/President

Building Financial Solutions

7455 NW 108 Ave
Parkland, FL 33076
FINANCIAL ADVISOR'S WEBSITE
9547710100 CONNECT WITH Matthew
  • linkedin link

General

Matthew Botkin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Building Financial Solutions in Parkland, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Admitted to Bar
  • Other - LL.M. (TAX)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

H.D. Vest Financial Services

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources