- High-Net-Worth Business Owners and Families
- Comprehensive Financial Planning
- FINRA Series 7 and 66 License Holder
Matthew Casatico joined Aldrich Wealth in 2022. He has previous experience working at a traditional brokerage firm with a focus on insurance and now specializes in comprehensive financial planning for high-net-worth families and business owners.
Matthew’s goal is to find unique solutions for his clients through portfolio allocation, tax efficiency, and savings strategies. He graduated from the University of Nevada, Reno with a Bachelor of Science in Business Administration with an emphasis in finance.
Outside of work, Matthew enjoys spending quality time with his family, traveling, and trying new restaurants.