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Matthew C Smith

Retirement Education Specialist and Plan Consultant @ MassMutual Financial Group

Matthew C Smith Contact Details

Location:
San Francisco Bay Area
Work:
Retirement Education Specialist and Plan Consultant @ MassMutual Financial Group
Premier Client Manager, AVP, @ Bank of America
Financial Advisor @ AXA Equitable Financial Advisors
Education:
B.S. @ California Polytechnic State University-San Luis Obispo
About:

I partner with financial advisors to consult with business clients and implement retirement plans including 401(k), 403(b) and SEP plans. My main goal is to drive participation into 401k, 403b plans and help people retire on their own terms. Specialties: Retirement planning. 403(b), 401(k). NASD 7,66

Retirement Education Specialist and Plan Consultant @ From May 2009 to Present 

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