Chief financial officer, partner
Matthew Bagell is committed to BASH Capital’s client first philosophy through empowering clients to reach their financial goals and delivering the guidance and experience they deserve. His personalized approach while working alongside his client’s keeps their goals as the primary focus. Matthew specializes in retirement, insurance and financial planning services.
“Clients are the heartbeat of our company. What’s most important to us, is making sure that they feel confident in the strategies that we have implemented together.”
Prior to starting BASH Capital with Scott Shaw, Matthew managed his own financial firm BJL Wealth Management, LLC. Over those 12 years, he developed a wealth management company composed of clients ranging from young business professionals to retirees. Additionally, Matthew established a niche in the retirement plan arena by helping service numerous 401k plans for his clients.
Matthew graduated from George Washington University with a degree in accounting. He started his career as a Certified Public Accountant but followed his passion into financial planning thereafter. His www.finra.org Series 7 and 66 securities registrations are held with LPL Financial, as well as insurance licensed in AZ, CA, DE, FL, ME, NC, NJ, NY, PA, SC, and VA.
