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Matt G

CFP®, Series 65, Series 63

Chicago, IL

Main Street Financial Solutions, LLC

Matt Goren is a CFP® professional at Main Street Financial Solutions, LLC with two years of industry experience. He is also Chief Strategy Officer at Danko Education, a financial education firm specializing in CFP® training, and serves as Director of Curriculum for Global Financial Planning Institute. Prior to his current role, Matt worked at Farther Finance Advisors and CeriFi. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers financial planning, investment and wealth management, and retirement plan consulting, employing an academic-based, multi-asset class investment approach tailored to client objectives and risk profiles.

Passive / index investing Active portfolio management Equity compensation tax strategy
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