Matt Lugar, CFP®, CIMA®, ChSNC®
Kathmere Capital Management
Matt Lugar, CFP®, CIMA®, ChSNC®
Kathmere Capital Management
Matt is a Senior Wealth Management Advisor at Kathmere Capital Management, where he works closely with individuals and families to help them make thoughtful, confident financial decisions. With more than 20 years of experience across investment management, retirement planning, and private wealth advisory, Matt has guided clients through a wide range of meaningful financial milestones.
He is committed to helping clients benefit from thoughtful, holistic financial planning paired with disciplined investment management. Matt brings a thoughtful, relationship-driven approach to his work, helping clients navigate complexity with greater clarity and confidence.
Firm Description
Hours
| Day | From | To |
|---|---|---|
| Monday | 9:00 AM | 5:00 PM |
| Tuesday | 9:00 AM | 5:00 PM |
| Wednesday | 9:00 AM | 5:00 PM |
| Thursday | 9:00 AM | 5:00 PM |
| Friday | 9:00 AM | 5:00 PM |
Cost
What Is a Special Needs Planner?
Matt Lugar, CFP®, CIMA®, ChSNC®
Kathmere Capital Management
Matt is a Senior Wealth Management Advisor at Kathmere Capital Management, where he works closely with individuals and families to help them make thoughtful, confident financial decisions. With more than 20 years of experience across investment management, retirement planning, and private wealth advisory, Matt has guid...