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Matt Carli (Chief Marketing Officer)

Matt Carli brings more than 10 years of experience in sales, marketing and advertising to his role as Chief Marketing Officer at Burgos & Brein. Matt’s primary focus is to continually increase thought leadership eminence and brand awareness to help drive business results. He has daily oversight of the website, video channel, social media, and thought leadership content. An adept researcher, he also keeps abreast of industry trends and challenges and provides business intelligence to the company. He positions Burgos & Brein’s executive leaders as experts in financial planning at key conferences, business forums and speaking engagements for assisted living facilities.

 

Born and raised in Central Florida, Matt graduated from the University of Florida with a Business Degree. Recently married, he enjoys spending his time away from work with his wife and participating in team sports.

Burgos & Brein is the leading financial advisor and retirement planning firm in Apopka, Clermont, Kissimmee, Lake Mary, Maitland, Ocoee, Orlando, Oviedo, Windermere and Winter Park specializing in long-term investments.

FINANCIAL ADVISOR     RETIREMENT PLANNING     IRA PLANNING     INSURANCE     FINANCIAL ANALYSIS     LONG-TERM CARE PLANNING     VA PENSION ASSISTANCE      MEDICAID PLANNING     ACTIVELY MANAGED INVESTMENTS

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