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Portfolio Category: Business Sphere

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Matarazzo, Lucas, CFP® – Life Insurance Products

Matarazzo, Lucas, CFP® – Life Insurance Products
As a CERTIFIED FINANCIAL PLANNER™ professional, Luke helps people clearly define their goals and simplify their financial journey. He believes a financial advisor should be a lifelong resource to his or her clients, dedicated to assisting them throughout the various stages of their lives. Over the years, Luke has worked with clients from all walks of life. Whether you are starting your career or if you are focused on muti-generational wealth transfer, Luke has the resources to assist. At Baystate Financial, Luke is able to draw upon the wealth of knowledge from a team of specialists to address a wide array of financial planning problems. Luke’s team has established a national footprint working with people in the biotech and pharma space with clients spanning from Boston to California. While each person’s situation is unique, Luke has found that many clients share similar career trajectories, navigate similar inflection points and ultimately face very similar financial planning…
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Riffle, Chris, CFP® – Certified Financial Planner

Riffle, Chris, CFP® – Certified Financial Planner
Regardless of the level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.
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Yeh, Alicia – Banker

Yeh, Alicia – Banker
Alicia Yeh is currently Vice President and Branch Manager at Rockland Trust in Allston.  Rockland Trust is a full service community bank offering a wide array of financial services to businesses and individuals through retail branches, commercial lending offices, investment management offices, and residential lending centers located in Eastern Massachusetts and Rhode Island.  With close to 30 years of banking experience in and around the Brookline and Boston markets, Michael understands that relationship building and understanding client needs is the foundation for providing sound financial advice. 
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