Matt Morand
Personal CFO for Families & Small Businesses
- Role
- Agency Owner Operator at Farmers Insurance
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Matt Morand
I’m a Risk & Wealth Advisor, serving as a Personal CFO for families and business owners who want to protect what they’ve built and create lasting financial peace.From insurance and risk management to retirement planning, business strategy, and wealth-building, I deliver real-world guidance without the fluff. My mission? Put people first. Money second. Build a legacy that lasts.Common Misspellings:Matthew J MorandMatthew MorandMatt MorandMatthew Jeffrey Morand
Experience
Agency Owner Operator
May 2024 — Present · Greenwood Village, CO, US
Manage operations and productivity at the insurance agency•Create and modify procedures and documents related to growing the agency•Sell insurance policies to potential clients that protect individuals and businesses from financial loss resulting from automobile accidents, fire, theft, storm, and other events that can damage property.•Offer property and casualty, life, and health insurance.•Sell mutual funds and variable annuities•Seek out leads and new clients, obtain price quotes, and process applications•Maintain regular contact with clients, answer questions and make changes to existing policies
Education
University of Northern Colorado
Bachelor of Arts (B.A.), Social Science
2007
Aspen University
Master of Business Administration - MBA
2027
Aims Community College
Associate of Arts (A.A.), Liberal Arts
2004
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