Matt Lasko

CFP®
UBS M3 Investment Consultants

matt lasko

Mr. Lasko is a Senior Vice President, Wealth Management at UBS M3 Investment Consultants in Dallas, Texas. He and his team partner with UBS financial advisors around the country to deliver a full suite of wealth management and retirement services to mid and small market clients. The team of five senior retirement plan consultants focus on relationship building. Together they combine their knowledge and expertise in plan design, education and investment consulting to deliver guidance as an ERISA fiduciary.

To keep their clients well informed, they provide fiduciary governance, plan review and participant account analysis across a diverse group of companies representing more than 75 clients with 10,000 participants and $400 million in plan assets.

A seasoned professional, Mr. Lasko co-chairs the Senior Retirement Plan Consulting group at UBS, which addresses various retirement plan challenges and offers relevant deliverables. He was named an FT Top Financial Advisor in 2015 and he sits on several recordkeeper advisory boards. He is a graduate of Tufts and lives in the Dallas area with his family.  

http://financialservicesinc.ubs.com/team/m3consultants/index.html?start=/team/m3consultants
(214) 965-6129
Dallas, Texas
Client Plans: 75
Participants: 10,000

 

 

 

 

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