Matthew Lazar

Matthew Lazar is a financial professional with experience in private financial consulting, including a range of planning strategies such as retirement, education, and protection. He offers advisory services through his firm, Trafalgar Wealth Management, which he founded in 2010. The company has since grown to advise 140 clients and manage $63 million worth of assets. With expertise in stocks, mutual funds, IRAs, and other investments, Matthew Lazar serves individuals and small business owners who are seeking assistance with strategic wealth management.

At the core of Mr. Lazar’s business is the ability to provide his clients with financial planning services that are both flexible and structured enough to meet long-term financial goals. Mr. Lazar offers his clients clear investment strategies and securities through a process that is independently operated, as well as personal, private, and exclusive.

Matthew Lazar is a Chartered Retirement Planning Counselor and possesses designations in NASD Series 7 and Series 66. He is a graduate of Capital University, where he studied economics and political science.