Matt Lasko is the founding member and leader of Flagship Financial, an elite advisory team with locations in Texas, Connecticut, Maine, Florida and Michigan. A Certified Financial Planner and nationally recognized specialist on corporate retirement plans, Matt is strategically positioned as the architect of the team's overall strategies for both affluent families and institutional clients.
Serving multiple verticals of business, every member of the team holds themselves to high standards of service and advice, which is why Flagship Financial is one of the fastest growing teams within UBS. Additionally, Matt pioneered a successful partnering business, creating a custom retirement plan solution for hedge funds and private equity firms. This dichotomy of service is rare in the industry and presents clients with unique opportunities for advice.
Matt previously served as Co-Chair of the UBS Senior Retirement Plan Consultant Committee and was a Principal Financial Group Elite Advisor Council member. Committed to providing relevant advice on the retirement plan market, Matt often speaks on panels and lectures on topics related to retirement and the 401(k) plans.
Having graduated from Tufts University, Matt now lives in New Canaan, CT with his wife and two children. In spare time Matt enjoys traveling, marathon running/training, fly fishing, contemporary art & theatre.
At a glance:
- B.A. Tufts University
- Certified Financial Planner (CFP™)
- Former Co-Chair of the UBS Senior Retirement Plan Consultant Committee
- Former Principal Financial Group Elite Advisor Council member
- Financial Times Top 401k Advisor – 2016, 2018, 2019
- Forbes Best-in-State Wealth Advisor - 2020
- Top 100 Retirement Plan Advisors - 2020
Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, TN, TX, VA, VT, WI