Matt Gottshall
Financial Planner helping Equity Compensated Professionals and Executives ages 30-50 Align their Resources with their Values
- Role
- Financial Advisor at Balanced Wealth Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Matt Gottshall
My Why:To empower professionals and executives with complex benefits ages 30-50 Align their Resources with their Values.We do this so they can live a life of extreme balance, find life’s purpose, and achieve ultimate happiness. We will help create change in our world on how people view and understand money, so positive change can be made in our communities and families. Balanced Wealth Group LLC (“BWG”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where BWG and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://choosebalance.com/disclosures/
Experience
Financial Advisor
Jan 2020 — Present · Westlake, OH, US
Education
The Ohio State University Fisher College of Business
Bachelor’s Degree, Finance and Financial Management Services
2014 — 2018
Skills
- Sports
- Leadership
- Public Speaking
- Financial Planning
- Financial Analysis
- Research
- Data Analysis
- Communication
- Management
- Team Building
- Powerpoint
- Microsoft Excel
- Customer Service
- Microsoft Office
- Teamwork
- Team Leadership
- Social Media
- Finance
- Microsoft Powerpoint
- Time Management
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