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Matteo H

CFP®, Series 65

Las Vegas, NV

Bird Spring Financial LLC

Matteo Hoch is a CFP® and Series 65-registered advisor with Bird Spring Financial LLC in Las Vegas, NV, bringing four years of industry experience. His background includes roles at Fin Pods AI Inc and Bird Spring Tax LLC, among others. Outside of advising, he is involved as the sole member and software consultant of Pythus Data LLC, a data software company. Bird Spring Financial LLC provides comprehensive financial planning to individuals, corporations, and business owners, focusing on passive investment principles and fundamental analysis. The firm offers written financial plans and investment analysis, with a billing model that includes project, hourly, and monthly subscription fees rather than asset-based compensation.

Business ownership considerations Tax strategies for small businesses Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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