RICP®
Insurance Strategies, Retirement Income Planning, Investment Strategies (Reg. Reps Only), College Funding Strategies, Financial Education
English
“Do I have enough for retirement?” is a question Matt hears often. Helping answer this question and others is of paramount importance to him. Growing up, he witnessed the impact that proper planning can make on a family as he watched his father work as the family’s financial advisor. Those experiences sparked Matt’s passion in helping others and led him to a career in finance. As a Financial Planner, Matt prides himself on being a resource, helping his clients to map out the path to reaching their goals and dreams.
The son of Syrian immigrants, Matt is a first-generation Syrian-American who is deeply connected to his family and passionate about education. Immigrating to the United States in the 1970s, neither of his parents had the opportunity to pursue their education. For Matt, going to college was about more than earning a degree. It was an opportunity that his parent’s never had the chance to pursue due to the sacrifices they made for their family.
Matt earned his Bachelor of Business Administration in Finance from Kutztown University and has stayed active in his fraternity, Kappa Sigma. He loves a good round of golf, although he confesses he isn’t all that good and makes time for a daily run.
CRN202412-1344449
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