Mateusz S Koszarek, CFP®, ChSNC®
Dill Wealth Management Group
Mateusz S Koszarek, CFP®, ChSNC®
Dill Wealth Management Group
Mat began building his financial planning career in 2016. His desire to offer clients a unique planning experience led him to join Dill Wealth Management Group in May 2022. Going against the status-quo of the industry, Mat believes an advisor ought to help their clients think wholistically; offering financial counsel in all areas of a client’s life to preserve them from living a life of regret.
As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Mat focuses on retirement planning. Additionally, as a Chartered Special Needs Consultant (ChSNC®), he helps guide families through the intersection of financial, legal, and government benefits to establish a multi-generational plan for children that have special needs.
Mat is married to Trish since 2017 and they have five children.
Firm Description
Hours
| Day | From | To |
|---|---|---|
| Monday | By Appointment Only | |
| Tuesday | By Appointment Only | |
| Wednesday | By Appointment Only | |
| Thursday | By Appointment Only | |
| Friday | By Appointment Only | |
Cost
What Is a Special Needs Planner?
Mateusz S Koszarek, CFP®, ChSNC®
Dill Wealth Management Group
Mat began building his financial planning career in 2016. His desire to offer clients a unique planning experience led him to join Dill Wealth Management Group in May 2022. Going against the status-quo of the industry, Mat believes an advisor ought to help their clients think wholistically; offering financial counsel i...