Matthew Waldman, CLU®, ChFC®

Clu® Matthew Waldman is a highly educated individual with a diverse academic background. He studied BA in History at Columbia University, obtained CLU® and ChFC® certifications from The American College of Financial Services, pursued an MS in Business at New York University, and completed studies at Montclair Kimberley Academy.

Throughout his career, Clu® Matthew Waldman held various impactful positions in prestigious organizations. He served as the Managing Director of Wealth Planning at Wealth Preservation Solutions, acted as Principal at Strongpoint Wealth Advisors, and held roles including Senior Vice President, Vice President, and Financial Services Professional at Lee, Nolan & Koroghlian, LLC. Additionally, he has experience as the Director of Acquisitions at Proverian Capital, LLC and as a National Broadcast Television Investment specialist for PlayStation at OMD.

Apart from his professional endeavors, Clu® Matthew Waldman has a diverse background, having previously been involved in sports. He has experience as a Starting Pitcher & First Baseman at the Rattvik Butchers Baseball Club.