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Matthew S

PFS™, Series 65

Littleton, CO

Schlanger Financial

Matthew Schlanger is the principal of Schlanger Financial in Littleton, Colorado. He holds the PFS™ designation and a Series 65 license, with prior experience including roles at the Archdiocese of Denver, KSL Capital Partners, and a personal CPA practice. He has maintained a CPA firm since 2019 alongside his work at Schlanger Financial. Schlanger Financial provides investment management and ongoing financial planning to individuals, high-net-worth clients, and business owners. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory, with planning delivered on an ongoing basis and coordinated with affiliated tax-preparation services offered through a related accounting firm.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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