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ClearPath Retirement Planning
Home
About
Services
Our Process
Contact
Free Resources
  • Media
  • Events
  • Free Guides
More
  • Home
  • About
  • Services
  • Our Process
  • Contact
  • Free Resources
    • Media
    • Events
    • Free Guides

  • Home
  • About
  • Services
  • Our Process
  • Contact
  • Free Resources
    • Media
    • Events
    • Free Guides

Matthew Otovic - Tax Advisor

Portrait of a man with glasses and beard in a suit.

Matthew has spent the last several years of his career performing tax preparation in public accounting. He was brought on to provide tax preparation and tax advice for our clients. 


He graduated from Clemson University with a bachelor's degree in accounting, and Matthew has been keen to help provide tax services ever since he entered the workforce. 


Matthew was born in Fountain Inn and has lived in the Upstate for his entire life, maintaining a strong connection with the local community. He has one younger brother who practices law in the Upstate, and his parents originally hail from New England and moved to the Upstate in the early 1990s.


Matthew is dedicated and actively pursuing his EA license to better serve both our clients and the company as a whole. 


Outside of work, Matthew likes to swim, play pickleball, watch movies, and go to see musicals around the Upstate. 

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Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser has attained a particular level of skill or ability.  Fixed insurance products are offered through ClearPath Retirement Planning, LLC, and Alphastar Capital Management is not involved in the offer, recommendation, sale, or management of commission-based fixed Insurance products. Alphastar Capital Management and ClearPath Retirement Planning, LLC are separate and independent entities. This is for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security, investment product, or investment strategy.

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