Financial Planning
Tailored, comprehensive financial plans thoughtfully developed based on your specific needs and goals.
In business since 2018
Financial Advisory for Social Media Influencers
Let's build a financial strategy that best fits your lifestyle and business goals.
We can plan your financial future.
Looking for a Financial Advisor that works specifically with Social Media Influencers?
Schedule a Consultation Today
After just one session, you’ll feel more in control of your budget, your financial goals and your life.
The initial consultation is completely complimentary and low pressure. There's no cost and no commitment to work with us afterward.
Private and confidential.
Wealth Management Services
Investment Management
Investment management that is unbiased, transparent and efficient. We'll help you strategize on how to invest your money so you can reach your long term goals.
Estate Planning
Effective estate planning aims to ensure that your estate is handled according to your wishes. We work with specialists that can help you create your will and trust, designate Power of Attorney, and reduce potential taxes left to your heirs.
Insurance Planning
Make sure you have the most appropriate forms of insurance in place to protect you and your family from the curveballs of life.
Tax Planning
Self employment income, signing bonuses, and living internationally can complicate your taxes. I can connect you with tax specialists that understand these complexities, and work to reduce the impact that taxes have.
Charitable Giving
The best gifts are planned. We can design a plan to help you support the charity or cause of your choice.
David Matuszak, CFP®, AIF®
Financial Advisor and Certified Financial Planner™
David serves as a lead advisor and relationship manager to a number of high profile online influencers, families and organizations. David works with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Once David has a holistic understanding of his clients’ unique goals, time horizon, income needs, and tolerance for risk, he will create a unique and constantly evolving financial plan to help meet his clients’ goals.
David earned a BBA in Finance and Accounting from Saint Xavier University. He earned a Financial Planning Certificate from Northwestern University. He is a CERTIFIED FINANCIAL PLANNER™ professional and earned the Accredited Investment Fiduciary® Designation.
David was born and raised in Chicago. He enjoys fitness, golfing, working on cars and mountain biking.
David is held to the fiduciary standard at all times. As a fiduciary, David is required to put your best interest before his own.