Matthew Wade, ChFC, LUTCF

As a Financial Planner, Matt takes a holistic approach to helping families and business owners pursue their financial goals and address their concerns. He specializes in fee based financial planning and wealth management, focusing on such areas as tax strategies, estate planning, business succession planning and retirement/survivorship planning. Helping his own mother and mother-in-law cope with the premature deaths of their spouses makes Matt uniquely qualified to speak to the emotional and financial importance of having a well-rounded and flexible plan. Through his lifelong passion for teaching, Matt empowers his clients to take control of their financial life.

After owning and operating several small businesses, Matt entered the Financial Services industry in 2007. In addition to being licensed to offer life insurance and variable annuities, he holds numerous securities registrations, including the Series 6, 7 and 66 held with LPL Financial. During his most recent 5 years with MetLife, he twice qualified for Leaders Conference while also obtaining the professional designation of Life Underwriter Training Council Fellow (LUTCF) and working on the ChFC (Chartered Financial Consultant) degree. During one year with the company, Matt was rated 5th out of all MetLife representatives in his experience group nationwide.

Matt was born and spent his early years in the greater Boston area, until his family moved to Central Florida in 1980. After graduating with high honors from Forest High School in Ocala, Florida, he focused on making a difference in people’s lives through volunteer work – which he and his wife Alison have continued to enjoy together since 1995. Matt is an avid reader, especially of the Bible, and loves to play and watch sports – where his loyalties remain with the Sox, Pats, Celtics and Bruins.

CA Insurance Lic # 0H94618