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Matthew C

Series 65

Davis, CA

Corecap Advisors

Matthew Crider is a Series 65-licensed advisor at CoreCap Advisors with one year of industry experience. He is also the CEO and managing attorney of Crider Law Group, APC, where he provides estate planning legal services. In addition, he serves as CEO and independent insurance agent at Legacy Insurance Solutions, LLP, and CEO and financial advisor at Legacy Wealth Solutions, focusing on tailored insurance and financial solutions. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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