The Community Foundation of Sarasota County has appointed a new member to its 2022-2023 Board of Directors, which governs the organization, its charitable investments, and strategic decision-making.
Joining the board for a three-year term is Dr. Laura Mattia, who is currently a member of the Foundation’s Investment Committee. With credentials both in academia and business, Dr. Mattia brings a wealth of expertise to the board.
The death of a spouse has been proven to be the most stressful life event one can experience. Widowhood is such an intense, transitional experience that widows need strong support. Laura Mattia, Ph.D., CFP joins the Million Dollar Roundtable monthly podcast to explain how a trusted advisor can be the most important support during this difficult time.
Laura Mattia, chief executive of Atlas Fiduciary, says she’d remind clients that only part of their portfolio is invested in the domestic market. What’s more, “their overall plan was built to achieve both short-term and long-term goals. For clients who require an income stream, we have implemented a cash withdrawal strategy overlay which will not disrupt the overarching investment strategy or their spending needs.”
The Greater Sarasota Chamber of Commerce has announced the finalists for the 2022 Frank G. Berlin, Sr. Small Business Awards. The awards luncheon recognizes leading local member businesses in nine categories, including a new Minority Business Award.
Atlas Fiduciary Financial, a boutique firm working directly for clients, has opened an office at 1577 Fruitville Road (on the corner of Orange Avenue and Fruitville). Atlas is a fee-only fiduciary. Unlike many advisers paid in part by the companies whose products they recommend, Atlas does not accept commissions, trips, referral fees or any compensation from outside sources.
SRQ MAGAZINE (April 11, 2022) — Atlas Fiduciary Financial was featured about launching its new office in downtown Sarasota. “We are building the financial advisory firm of the future,” said Laura Mattia. “Where the client is the only boss… the financial advisor is educated in finance, not sales … recommendations incorporate the science behind investment theory and household economics … and the goal is to protect the client and help them make optimum decisions for their best life.”