MassMutual financial professional.

Matthew Sagersemail

MassMutual Northern California

3003 Oak Rd #250
Walnut Creek, CA 94597

  • Professional Story

    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

  • Languages:
    • English
    • Chinese – Mandarin

  • Credentials:
    • CLTC®

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

  • Online Services

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

See Matthew’s Licenses and Disclosures

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