Matthew Sagers

Credentials:
  • CLTC®

Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Estate Planning, Investment Strategies, Financial Education, Retirement Strategies

Languages: English, Chinese – Mandarin

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them

Education

University of Oregon (2010-2014)

Hobbies

Weight lifting
Yoga
Pre and Post Natal Corrective Exercise
Meditation

Community Involvement

Community Service Chair for BNI We Inspire

See Matthew’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Matthew

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MassMutual Northern California

Main Office

3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541

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CRN202207-267436