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?
Getting to know me
With over 30 years of leadership in the financial services industry, Matt specializes in helping individuals create and implement tailored retirement plans. His expertise encompasses wealth accumulation, tax-efficient distribution strategies, and legacy planning. Matt’s extensive qualifications include a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania, graduating from Rowan University and completing the Stonier Graduate School of Banking at the University of Delaware. He is also Series 7, 24, and 66 FINRA registered and holds various state life and health insurance licenses. Beyond his professional work, Matt is committed to his community, having served in leadership roles with the Monmouth Ocean Development Council, Wall Crimson Knight Foundation and the Board of the Wall Business and Finance Academy. Matt lives in Wall Township, NJ with his wife and four children.
Memberships, Associations & Designations
- Certificate in Retirement Planning
- Past 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' affiliated life insurance carrier, 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 us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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.