Matt Rahmani
Chief Executive Officer at Phoenix Capital Partners LLC
- Role
- Chief Executive Officer President at Phoenix Capital Partners Llc
- Location
- Oceanside, NY, US
- LinkedIn followers
- 500 followers
About Matt Rahmani
Since 2005 we are a one stop shop featuring a financial needs analysis through a network of experienced professionals with expertise in- Investment Management - Corporate Finance- Estate planning strategies with an in house attorney - Employee benefit and retention services- Business continuation strategies - Trust Services- Strategic tax planning thru Qualified and Non Qualified Pension PlansWe also offer a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, financial products and services for high net worth individuals, businesses, and institutions. What makes us different is we represent the clients as brokers not the insurance carriers as insurance agents, therefore, we can offer a truly objective platform for our clients needs.We are also General Agents representing 43 major insurance companies (including NY Life, Guardian, MetLife, John Hancock, AXA.) and can appoint independent brokers with support in advance strategic planning. We are also a Independent Marketing Organization for United Health Care, AARP endorsed Medicare Advantage, Medicare Supplement, and Prescription Plans.
Experience
Chief Executive Officer President
Apr 2019 — Present
At Phoenix Capital Partners, we commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Our reputation is based on our extensive investment experience, the integrity of our actions, the quality of our work, and relationships with some of the most respected professionals in the industry. We are passionate about building relationships that provide value for our clients and the shareholders, customers, and communities they serve.
Education
The American College of Financial Services
LUTC, Ch SNP, Financial Planning and Services
2000 — 2012
Queens College
Bachelor’s Degree, Economics/Corporate Finance
1995 — 2000
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