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Jason Cltc

President

Jason Cltc, the President of Matthews Financial & Insurance Solutions, is dedicated to providing expert tax strategies and retirement planning services. His firm specializes in assisting individuals who have experienced significant financial windfalls, such as inheritance, settlements, real estate sales, job changes, or retirement. Jason focuses on minimizing taxes and optimizing money management for his clients. He holds a CHFC and Retirement Planning degree from the American College. Previously, he gained valuable experience as an agent at New York Life Insurance Company.

Jason Cltc
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Location

San Francisco Bay Area