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Matthew J. Saul, CFP®, CLU®, ChFC® 

Matthew J. Saul, CFP®, CLU®, ChFC® 

Wealth Management Advisor, Investment Advisor Representative

Compassion, empathy, and dedication to improving the lives of others are among the core attributes behind Matthew Saul and the foundation of his financial advisory practice.

Built on relationships and experience dating back to 2008 when Matt joined the financial services industry, Matt's focus is centered on one overarching goal: providing financial education, sensible solutions, and straightforward answers to better discover, define, and achieve your vision. With acute attention to detail and industry nuances, Matt is a relentless advocate for his clients in addressing a full range of financial objectives. Matt's passion and intellectual depth enable him to connect with clients on an individual level to create solutions for their specific needs.

Matt earned his CERTIFIED FINANCIAL PLANNER™ professional designation, the recognized standard of excellence for competent, disciplined, and ethical financial planning. Matt is also a Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter (CLU®) designee, allowing him to provide his clients' advanced insight into investment, insurance, retirement, and estate planning throughout unique life events.

An avid golfer, Matt is very involved in the New Jersey State Golf Association's Caddie Scholarship Fund, where he sits on the Alumni Association Committee. Matt is also a member of the New York Athletic Club (NYAC) and plays on the men's ice hockey team. Matt earned his Bachelor's degree with honors from Pace University's Lubin School of Business, where he's invited semi-annually as a guest speaker to discuss various relevant subject matters. In his free time, he enjoys traveling and watching the New York Rangers play at Madison Square Garden.

Matt holds his Series 6, 7, and 63 Securities Licenses.

Matt is licensed to sell insurance and securities in New York. Licenses and registrations will vary. Domiciled in FL.

CA Insurance Lic # 0G83263