Matt Sessa

Specialties

Investments:

IRAs: Traditional, Roth, and Rollovers

403(b) /​TSA /​457 Tax Deferred Accounts

401(k) Rollovers /​Other Employer Plans

Retirement Planning

Mutual Funds

Variable and Fixed Annuities

529 College Savings Plans, Coverdell ESAs

Stocks and Bonds

Real Estate Investment Trusts

Specialized Asset Classes: Socially Responsible,

Energy, Real Estate

Tax Exempt Municipal Bonds

Legacy Planning

Insurance:

Life Insurance

Long Term Care Insurance

Health Insurance

Covered California

History

Established in 1982.

Our firm excels at providing excellent service on a personal level. We take time to educate our clients about their investment options, helping them to make an informed decision.

As an independent agency, we are not restricted to

proprietary in-​house products, allowing us to offer the

most suitable and competitive investment products

available. Our agents are licensed to operate as both

fee-​based advisers and commission-​based brokers,

depending on the needs of each client.

Our office assists clients through each stage of

investing from wealth accumulation to durable and

predictable retirement income. We utilize multiple

strategies including:

–Low cost buy-​and-​hold

–Active investment

management

–Lifetime income annuities

& guaranteed accounts

–Tax efficient investments

Meet the Manager

Matt S.

Manager

Matt Sessa is a Registered Representative of the Financial Industry Regulatory Authority (FINRA), Registered Investment Advisor Representative with the Securities and Exchange Commission, Licensed Insurance Agent of the California State Department of Insurance, and Public Notary commissioned by the California Secretary of State.

He holds a Bachelor of Science Degree in Business Administration/​Finance from San Diego State University.

As a Registered Representative he participates in operations, trading operations, sales operations to ensure compliance with the Financial Industry Regulatory Authority (FINRA), the New York Stock Exchange, and the Securities and Exchange Commission (SEC).