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Matt Munoz

Financial Services Associate, RJFS, Due Diligence Administrator, KA

Matt Munoz


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Team Role: Client Financial Plan Modeling. When it comes to financial planning and modeling, Matt is your guy. He is a key player when it comes to building out our clients’ financial plans, modeling out scenarios, and assisting in researching opportunities. When situations arise and require a clients plan to change, Matt helps adjust the plan and models. As situations or goals change, he makes sure the plan reflects those updates. 

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