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Matthew D

Series 65

Tucson, AZ

Sequent Planning, LLC

Matthew De Luca is a Series 65-licensed advisor with Sequent Planning, LLC, based in Tucson, AZ. He has one year of industry experience and has been affiliated with Futurity First Wealth Management since 2009. In addition to his advisory role, he works as an insurance agent offering insurance products and services through Futurity First Wealth Management, which is affiliated with Sequent Planning. Sequent Planning, LLC operates under the Futurity First Wealth Management name and serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, access to third-party model managers, and a range of retirement plan services, delivering advisory services through a network of independent investment adviser representatives.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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