Matt is an Investment Advisor Representative and a licensed insurance agent. He holds a Series 65 and insurance license as well as the author of many articles for financial magazines and journals. Matt is a public speaker, holding educational seminars open to the public on income, retirement and investment planning options.
Matt enjoys assisting his clients in achieving their financial objectives. He continues improving his knowledge base by attending several advanced planning industry meetings each year. He specializes in working with retirees and pre-retirees in developing investment, income and estate plans for all sizes of estates. He has helped hundreds of clients reduce unnecessary income taxes, Social Security taxes, and estate taxes.
Matt has been featured repeatedly in Senior Market Advisor Magazine, of which he is also on the advisory board. Matt has been featured in the Wall Street Journal, ABC, CBS, Yahoo Finance, NBC, USA Today, Newsweek, The Sacramento Bee, FOX, The International Business Times, CNBC and many more.
9381 E Stockton Blvd #218
Elk Grove, CA 95624