Matthew Ridler

CFO/Financial Planner/Tax Preparer

Phone: 216-398-4333
Fax: 216-739-1041

Matthew began his career in 1998 with Schneider Securities as a broker and moved over to Capital Advisors as a financial analyst in 2000.  He is currently the CFO of Ta-Check Financial, which he has been with since 2002. His responsibilities consist of running the accounting, HR and legal departments along with overseeing our Brook Park office that deals with over 120 corporate and 1,100 individual clients.  He currently holds securities registrations Series 7, 63 & 65 and also has his Life & Health Insurance licenses.

Matthew works with clients in different areas of wealth management and tax consulting.  He is involved with investment planning, tax planning, cash flow analysis, estate planning, and retirement planning, where he develops, implements, and monitors a financial plan that is aligned with each client’s goals and objectives while understanding the different risk exposures and time frames.  By understanding both the income-side (investments) and expense-side (taxes) Matthew brings the unique ability of coordinating both sides of the equation.