Matthew O'Brien, CF2

About Matthew O'Brien

I’m glad you are here! and hope you find our educational information and retirement services helpful for your retirement.
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My name is Matt O’Brien. For the last 25 years , I have been helping retirees and pre-retirees protect their portfolios and income streams. My goal is for my clients to retire with comfort, confidence and certainty, regardless of what the market is doing.
MY CAREER
I began my career in 1992 helping seniors with Medicare and LTC planning. I transferred into banking with a big regional commercial bank on the east coast. From there, I was recruited to develop and implement a Wealth Management program at a local community bank and became VP of Wealth Management. I held that position for 17 years earning top honors in several areas concerning investments and insurance. As a result, I subscribe to a conservative planning approach (defense wins championships) to income, wealth, and estate protection. If you’re an average investor, retirement’s once in a lifetime, why risk it?
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I am a CFF Certified Financial Fiduciary®. I believe being a fiduciary is imperative when working with my clients. I want my clients to know that I am obligated to ALWAYS put the needs of my client first by upholding to the highest moral, ethical and fiduciary standards. I am passionate and relentless about using my education, experience & strategies to protect your retirement.