PARTNER

BARRETT TABEEK

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

 

Barrett began his experience in the industry in 2007 and founded SmartSet in 2013.

 

Barrett's primary focus is infusing a regimented financial system for MATAURO's clients with his personal philosophy of financial awareness, discipline, organization, and diligence. Like having a personal trainer for everything you need financially, Barrett focuses on getting your financial mind in shape and working toward achieving 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 help 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 supplemental title of Retirement Planning Specialist from the Wharton School in 2012. 

 

Barrett spends his free time reading voraciously, playing golf, hanging with his Basenji ,'Ketu', seeking novel experiences, meeting new people and traveling.

GET IN TOUCH:

CONTACT US:

Tel: 212.408.9565 

Email: info@matauro.com

1290 Avenue of the Americas , 4th Floor, New York, NY, 10104

California Insurance License #: Matthew Klein - 0K57272, Barrett Tabeek - 0I40339, Eliran Abekassis - 0K66096, Allie Fraser - 0k77074, Steven Vanhooker - 0K13368, Benjamin Manley - 0K48657, Evan Grey - # 0K92604, John Bretti - 4011689, Adriano Pisarri - 0L23869.

Matthew Klein, Barrett Tabeek, Steven Vanhooker, Adriano Pisarri has earned the Retirement Planning Specialist title. The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

MATAURO is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license PPG-146548(10/2019) (Exp.10/2023).

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