• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

Meet Matthew DePompeo

November 30, 2016 by Bautis Financial

I would like to introduce you to Matthew DePompeo. Matthew recently joined Bautis Financial as a Client Servicematt Associate. In that role, Matthew will help guide clients through the on-boarding process, initiate and monitor account transfers, help prepare for client meetings, and maintain communication between clients and the firm.
Matthew is a graduate of William Patterson University in Wayne, NJ with a B.S degree in Financial Planning.
matt_businesscard

Category: Miscellaneous
Previous Post:2016 Year End Financial Planning
Next Post:Markets vs Pundits

Sidebar

Featured Articles

bautisfinancial risk number

Recent Posts

Market Recap Week of 9/11/2023 Through 9/15/2023

September 19, 2023 By Bautis Financial

How to Safeguard Your Parents From Senior Citizen Scams

Episode 174 – How to Safeguard Your Parents From Senior Citizen Scams

September 12, 2023 By Bautis Financial

Only 37% of Adults Are Interested in Using AI Tools for Financial Assistance

Only 37% of Adults Are Interested in Using AI Tools for Financial Assistance

September 12, 2023 By Bautis Financial

How to Unlock the Value of Your Life Insurance Policy With Life Settlements

Episode 173 – How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel

September 12, 2023 By Bautis Financial

Market Recap Week of 9/05/2023 Through 9/08/2023

September 11, 2023 By Bautis Financial

Blog Categories

  • Budgeting/Saving (37)
  • Business (55)
  • Clear A Path Podcast (6)
  • Client Resources (4)
  • College Planning Learning Center (2)
  • College Planning Podcast Series (3)
  • Daily Flash Briefing (1)
  • Education (36)
  • Estate Planning (18)
  • Finance News (661)
  • Insurance (29)
  • Investments (275)
  • Learning Center (26)
  • Lifestyle (54)
  • Miscellaneous (50)
  • Personal Finance (175)
  • Politics (23)
  • Real Estate (54)
  • Retirement Planning (109)
  • Social Security and Medicare (29)
  • Taxes (49)
  • The Agent of Wealth Podcast (173)
  • Uncategorized (109)
  • Videos (155)
  • Wealth Management (80)

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

Contact

Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
Get Directions
862-205-5800

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2023 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top