Barrett Tabeek

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“Pursuing balance to define your financial horizon”

Barrett Tabeek

Partner

 

"The most important thing we can do is take items off people’s plate to help them save time and track progress in their financial plan"


Barrett Tabeek is a Partner at MATAURO, and the Founder of SmartSet.

 

Barrett began his experience with AXA in 2007 and Founded SmartSet in 2013.

 

For the last five years, Barrett has focused on infusing the SmartSet platform with his personal philosophy of financial awareness, discipline, organization, accountability and diligence. Like having a personal trainer for your portfolio, Barrett specializes in getting your financial mind in shape and working with you to achieve measurable progress over the long-term. Fully aware of the hectic schedule facing today’s working professionals, Barrett has mastered the art of efficiency to ensure his clients are achieving their goals without demanding too much of their time.

 

Barrett earned a degree in both Finance and Accounting from The Whitman School of Management at Syracuse University. He also earned the designation of Retirement Planning Specialist from the Wharton School of Business. In 2014, Barrett received AXA’s National DSF Champion Award ranking him within the top 3 most productive advisors in the country.

 

Barrett spends his free time watching and playing sports, hiking, reading, and traveling.