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.   

  

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

Matt is also an Accredited Investment Fiduciary® (AIF®), a designation that signifies he demonstrates the knowledge to assess whether an investment fiduciary conforms to a global fiduciary standard of excellence.  

Matt is a member in good standing with fi360. 

check the background of this investment professional

Personal

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