Matthew Kalajian, CFP®
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
How I conduct business
The value that I offer to you and what you can expect from the team.
How my Certified Financial Planner™ designation can benefit you.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Charlotte Economics Club
Charlotte has a Business Economics Club affiliated with the NABE (National Association for Business Economics). It was founded by economists of what was then NationsBank and First Union. The club has monthly luncheon meetings at the Charlotte City Club (every month except July and August). For those of us interested in public policy, tax policy, and overall economic and business conditions these meetings are very informative and extremely timely. The goals of the club are to bring the most significant topics and speakers in the economic arena to Charlotte. Matthew has been a member since 2007 and is currently serving on the Board of Directors.
Charlotte Estate Planning Council
The Charlotte Estate Planning Council (CEPC) is a local affiliate of the National Association of Estate Planners & Councils (NAEPC), a national organization of professional estate planners and affiliated estate planning councils, focused on establishing and monitoring the highest professional and educational standards. The mission of CEPC is to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.