Matt Simon
I help Medical Device Reps manage money efficiently
- Role
- Financial Advisor at The Fortis Agency
- Location
- Point Pleasant Beach, NJ, US
- LinkedIn followers
- 500 followers
About Matt Simon
If you\'re in medical sales, you understand the challenge of managing your finances. Sometimes it may feel like you’re better at earning it then you are at saving or investing it.Your fluctuating income makes it difficult to plan for the future. You may be unsure of how much you should save for retirement, how to best take advantage of your equity comp, or even how much you could spend on hobbies and travel.Here\'s some of the most common questions I hear from sales reps- How should I allocate my base pay and my commissions- How can I best keep track of my business expenses- How much should be in my emergency fund- How does my stock purchase plan work- How do my stock options work- How can I pay less in taxes?There’s a lot of complexities to being in sales.That’s why my goal is to bring clarity to your finances.If this sounds like something you could use help with - let\'s connect.Use the link below to book a 30-min phone call so we can get to know each other and see if we\'d be a good fit to work together.https://calendly.com/matt-simon/intro-meeting
Experience
Financial Advisor
Feb 2025 — Present
Education
Brookdale Community College
Associate of Science (AS), Business Administration
Monmouth University
Bachelor of Science (BS), Business Administration
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