Mathew Clarke
National Division
Vice President
New York, NY

 

 

 

 

As an AXA Financial Consultant, I work closely with my clients to implement and monitor suitable financial planning strategies for the accumulation, preservation, and perpetuation of wealth.  I help many families and businesses manage the various aspects of their financial lives.  Over the years, I have built a competent team with a range of skills who are committed to building long-term relationships based upon trust and confidentiality.

My core competencies lie in the following areas:

·             Retirement Planning (IRA's, 401(k) Rollovers, & other Retirement Instruments)

·             Asset Management

·             Estate Planning Strategies

·             Risk Management (Life, Disability, Health & Long-term Care Insurance)

·             Group Benefits (Health, Disability, Life, & Retirement)

·             College Funding (529 Plans, UGMA's, UTMA's, etc.)

 

I am a graduate of Marist College with a Bachelor's Degree in Finance. I maintain the FINRA Registrations Series 7, 24, 63 and 65, as well as Life and Health Insurance licenses.  Due to proven product knowledge and client services, I was promoted to National Division Vice President and now oversee a team of financial professionals.