After graduating with a degree in Economics from Rutgers University, Matt began his financial career at Northwestern Mutual, where he was the top producing first-year Financial Representative in his agency. Shortly thereafter, Matt took his accomplishments to Summit.
Matt’s financial prowess and desire to constantly sharpen his skills has led him to earn the CFA® (Chartered Financial Analyst) Charter, awarded by the CFA institute, the CFP® CERTIFICATION (CERTIFIED FINANCIAL PLANNER™), awarded by the Certified Financial Planner Board of Standards Inc., and the ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter) designations, awarded by The American College of Financial Services.
As a Wealth Management Advisor, Matt acts as a fiduciary and comprehensive financial planner for individuals and small businesses and helps his clients grow their wealth in a tax-efficient manner. Matt specializes in investment management, retirement planning, estate planning, and insurance planning. Matt lives in Teaneck, NJ with his wife, Dina.
Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
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