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Our financial advice team


Matt Gottshall

Matt Gottshall

CFP®

Financial Advisor

Balanced Wealth Group
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investment Management
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies

Education

  • Bachelor of Science and Business Administration, Finance, The Ohio State University, 2018