Matt graduated from San Diego State University in 2014 with a Bachelor of Science degree in Business Administration: Finance. Matt has been working in the Financial Services industry since 2014. He spent the first 5 years of his career at JPMorgan in the Greater New York City area as a banker and then a Private Client Investment Advisor. Matt joined Equitable Advisors in New York City and then Cypress Financial Consultants where his primary focus is working with individuals and families to reach and protect their investment and retirement goals. Matt’s consultative sales approach and Cypress Financial Consultants, LLC’s vast network of resources allows Matt to discover strategies to each unique situation he encounters.
Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)
Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.
Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.