About Us

Biography


Matthew Greene, CFP®
Senior Financial Consultant, Retirement Plans
PHONE: (781) 761-1629
Bio

Matt is a Senior Financial Consultant for Summit's Retirement Plan Services Division.  While specializing in investment advising and financial planning, Matt partners with plan sponsors to assist in efficiently managing all aspects of their retirement plan, including plan design and and fiduciary investment advisor services.  Matt also focuses much of his attention to the needs of each participant by helping each pre-retiree develop a plan to replace their pay in retirement.   

Prior to joining Summit, Matt worked for an estate and financial planning company.  He also spent four years at Fidelity Investments in their Private Client Group providing investment advice and retirement planning strategies to his clients.  

Educational and Professional Background
    • Boston College
      Bachelor of Arts - Economics
    • FINRA Securities Registrations
      Series 7, 63, 65
    • CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL

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Personal

Matt grew up in Plymouth, MA and attended BC High prior to going to Boston College. He currently lives in Boston.