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    Matthew Masterson

    Financial Services Professional helping individuals and business owners to create, build, and preserve wealth

    Matthew Masterson is a financial services professional with over 20 years of experience in the industry.1 He worked as an Agent for New York Life Insurance Company from April 2017 to March 2022.12 His California Insurance license number is #0L01970.1

    Matthew's career highlights include:

    • Currently working as a Financial Representative at Principal Financial Group since May 20221
    • Previously worked as a Financial Service Professional at MassMutual Greater LA1
    • Held positions such as VP, Consumer Product Strategy Manager at Bank of America and Senior Accounting Manager at Washington Mutual Savings Bank1
    • Graduated from Loyola Marymount University with a Bachelor of Science in Accounting and Business/Management1
    • Holds a CPA (Active) certification1

    Matthew's goal is to help clients plan, protect, and build wealth, as well as assist them in working towards their desired retirement.1 He emphasizes confidence and integrity as key factors in successful financial industry relationships.1

    Highlights

    Apr 8 · corient.com
    What is Your Retirement Identity? | Corient Private Wealth

    Related Questions

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    Matthew Masterson
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    Location

    Whittier, California