Matt Schraeder
Advanced Life Insurance Sales Director @Capstone Partners Financial and Insurance Services
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WORK HISTORY
Advanced Life Insurance Sales Director @Capstone Partners Financial and Insurance Services
Newport Beach, CA, US
I elevate financial services professionals practices with specialized wealth transfer planning, tax effective wealth building, and strategic retirement income planning.I am licensed to sell insurance in: AZ, CA (domiciled), FL, IN, MI, NC, OH, OR, SC. CA License # 0L81293. I am licensed to sell securities in: AZ, CA, CO, FL, IL, KS, MO, NV, OR, TX, VA, WA. Matt Schraeder is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC Supervisory Office: 4675 MacArthur Ct, Suite 1050, Newport Beach, CA 92••••••••17. Transactions may not be accepted by e-mail, fax, or voicemail. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA and are not subsidiaries of MassMutual or its affiliated companies.
EDUCATION
Biola University Crowell School of Business
Bachelor’s Degree, Accounting
Biola University
Bachelor’s Degree, Business Administration - Accounting
SKILLS
ABOUT MATT SCHRAEDER
I am passionate about building trust based relationships and helping others implement strategies that ensures growth towards reaching their goals, relieves financial stress, and determines if they are on track towards financial freedomI specialize in helping financial services professionals elevate their practice with strategic wealth transfer planning, risk management, and alternative banking solutionsAs a Financial Planner, I also work with my own clients and help them plan financially for their future by providing expertise is various areas as well challenge them on their goals so they can really prioritize what\'s important to them.
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