Matt Appel

Matt’s mission is to help clients create and implement retirement, financial and estate planning strategies with the goal of maximizing wealth and minimizing risk by focusing on the “Big Picture.”

Matt has been a leader in the financial services industry for over 20 years with a background in insurance and investment planning, commercial banking and tax planning. He has earned numerous industry honors including membership in the Million Dollar Round Table which honors the top 5% of financial advisors.

Matt is a graduate of Rowan University and completed the Stonier Graduate School of Banking at the University of Delaware. He completed a training program at the Wharton School of Business, University of Pennsylvania, and was awarded the Wharton Certificate in Retirement Planning. His securities registrations include the FINRA Series 7, 24 and 66 as well as various state Life and Health licenses.

Matt is also actively involved in the community by serving as a member of the Monmouth-Ocean Development Council, the Jersey Shore Chamber of Commerce and as a member of the Jersey Shore Public Relations and Advertising Association. Matt lives in Wall Township, NJ with his wife Kerry and their four children.