Matthew Brenner

Specialties

Comprehensive Financial Planning

Meet the Manager

Matthew B.

Manager

Matthew Brenner is Vice President of Planning. Through a consultative and conservative approach to financial planning and investing he has afforded his clients the ability to not only meet, but exceed their goals in both stable and volatile markets.

Prior to joining a team of CFP®‘s at Family Wealth and Pension Management, Matthew worked for such companies as Morgan Stanley Smith Barney, Globix Corporation and Calico Cottage, Inc. Prior to this Matthew attended Hofstra University on Long Island.

Matthew has obtained the series 7, 63 & 66 licenses, New York State Insurance License and recently obtained a Bachelor’s degree awarded by LPL Financial. Matthew specializes in Financial Planning, Wealth Preservation, IRA and Individual 401(k) plans, 457 plans, 403(b) Active Management Solutions, Pension Maximization, Life and Long Term Care Insurance and Estate Planning.