Matthew Appel

How I can help you

Matt’s practice focus is helping people retire comfortably and avoid the following Top 5 Concerns of Retirees: Will I have enough money in retirement? Am I protected against a downturn in the market? What happens if my spouse or I get a long-term illness? How can I help minimize paying taxes during retirement? Can I leave a legacy for my family or others?

What makes me knowledgeable

Matt is a graduate of Rowan University and completed the Stonier Graduate School of Banking at the University of Delaware and also received a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania. Matt has over 30 years of experience helping clients achieve their goals.

Getting to know me

Matt and his wife Kerry are actively involved in their community in Wall Township, NJ and he is the proud father of their four children. He currently serves as the President for the Monmouth-Ocean Development Council, as past President of the Wall Crimson Knight Foundation and also served on the Board for the Wall Business and Finance Academy.

Memberships, Associations & Designations

• Certificate in Retirement Planning
• President for the Monmouth-Ocean Development Council
• Past President of the Wall Crimson Knight Foundation
• Board for the Wall Business and Finance Academy

The Retirement Planning Specialist title is awarded by Equitable 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 Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable 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 atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Beacon Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-5557681.1 (3/23) (Exp. 4/25)