Matthew Sassani
Financial Consultant at Irvine Wealth Management
- Role
- Chartered Retirement Planning Counselor at Irvine Wealth Management
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Matthew Sassani
As a financial advisor, I believe success is measured by financial well-being as well as…
Experience
Chartered Retirement Planning Counselor
Jan 2014 — Present
As a retirement specialist I help businesses and families to set up and manage the type of retirement plan that is right for them.Many of my clients are business owners looking for advice on how to grow their business, fund their buy/sell agreements, do succession planning as well as setting up group or individual pension plans or a 401 K plan. I also help professionals, Teachers, Doctors, Lawyers, Engineers, Accountants and and Executives plan for retirement and once retired have dependable and tax efficient distribution strategies that can preserve their wealth, their life style and give them peace of mind so they can enjoy their retirement.Matthew Sassani is an Investment Advisor Representative, California Insurance License 0C89659. Advisory Services offered through Cooper McManus, a SEC Registered Investment Advisor. Cooper McManus and Irvine Wealth Management are not affiliated.
Education
The London School of Economics and Political Science (LSE)
BSc.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.