DISCLOSURES
MATAURO, LLC (“MATAURO”) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of MATAURO’s web site on the internet should not be construed by any consumer or prospective client as MATAURO’s solicitation or attempt to affect transactions insecurities, or the rendering of personalized investment advice over the internet. This communication contains certain statements that indicate future possibilities. These statements are aspirational and MATAURO does not guarantee any success in the services it provides. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance.
A copy of MATAURO’s current written disclosure statement as set forth on Form ADV, discussing MATAURO’s business operations, services, and fees is available from MATAURO upon written request or through the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. MATAURO does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.
ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE ORANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.
Certified Financial Planner: The CERTIFIED FINANCIAL PLANNER TM, CFP® and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP® certification in the United States.
The Chartered Financial Analyst® (CFA®) charter is a globally recognized, graduate-level investment credential established in 1962 and awarded by CFA Institute, a global association of investment professionals.
To earn the CFA charter, a candidate must: (1) pass three sequential examinations (Levels I, II, and III), which are computer-based and also require completion of the Practical Skills Modules, with Level III offering specialized pathways such as Portfolio Management, Private Wealth, or Private Markets; (2) complete at least 4,000 hours of qualified investment work experience over a minimum of 36 months; (3) provide professional references and become a regular member of CFA Institute; and (4) commit to abide by, and annually reaffirm, adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
High Ethical Standards. The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charterholders to: place their clients’ interests ahead of their own; maintain independence and objectivity; act with integrity; maintain and improve their professional competence; and disclose conflicts of interest and legal matters.
Curriculum. The CFA Program curriculum covers a broad range of fundamental and advanced investment topics, including ethical and professional standards, quantitative methods, economics, financial reporting and analysis, corporate issuers, equity and fixed-income analysis, derivatives, alternative investments, portfolio management, and wealth planning. The curriculum is updated regularly to reflect current investment practice. To learn more about the CFA charter, visit www.cfainstitute.org.
The CPWA® certification is administered by the Investments & Wealth Institute (“IWI”) and is centered on advanced private wealth management topics and strategies for high-net-worth and ultra-high-net-worth clients. Prerequisites for the CPWA® certification are a bachelor’s degree from an accredited college or university, or one of the following certifications or licenses — CIMA®, RMA®, CFA®, CFP®, ChFC®, or a CPA license — together with five years of professional client-centered experience in financial services and a satisfactory record of ethical conduct as determined by IWI’s Admissions Committee, including passing a background check.
To earn the certification, candidates complete an IWI-registered executive education program (offered through providers such as the University of Chicago Booth School of Business, the Yale School of Management, or IWI) and pass a comprehensive computer-based certification examination. CPWA® certificants must adhere to IWI’s Code of Professional Responsibility and, to maintain the certification, must complete and report a minimum of 40 hours of continuing education (including 2 hours of ethics and 1 hour of tax/regulations) every two years, together with the renewal fee.
Advisor Hub's "Women Advisors to Watch" annual ranking was published on April 2026 by AdvisorHub. Consideration for this ranking is open to all firms and advisors. The requirements are to have a minimum of seven years of experience, $100m minimum AUM, and a clean regulatory record. The advisors are ranked based on three categories: scale, growth, and professionalism. The ranking is broken into separate sub-categories. No compensation is provided to be considered for this ranking.
The 2026 AdvisorHub “Women Advisors to Watch” award was announced in April 2026. Data as of 12/31/2024 and 12/31/2025 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
California Insurance License #: Matthew Klein - 0K57272, Barrett Tabeek - 0I40339, Allie Fraser - 0k77074, Steven Vanhooker - 0K13368, Benjamin Manley - 0K48657, Evan Grey - 0K92604, Adriano Pisarri - 0L23869, David Kim - 4025285.
Securities offered through Simplicity Investments, Inc. Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, 303-797-9080. MATAURO, LLC is not affiliated with Simplicity Investments, Inc
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