Matthew J. Barrett

CFP®, CLU®, ChFC®, CASL®
  • Financial Services Executive
  • Investment Advisor Representative
  • Financial Planner

About Matt

Through his practice, Matt offers a full range of services for individuals and families including retirement planning, investment management, estate conservation strategies and asset protection strategies.  He has been a Financial Advisor since 1994 and is a life-long learner. He has a strong commitment to continuing his education on the most up-to-date knowledge required to help you navigate today’s complicated financial landscape.

Matt has gained a number of important industry designations throughout his career including CERTIFIED FINANCIAL PLANNER™ certificate, Chartered Financial Consultant® designation, Chartered Life Underwriter® designation, and Chartered Advisor for Senior Living® designation.

A strong work ethic and commitment to his clients have earned him a number of awards and recognitions in his tenure. He qualified for MetLife’s Leaders Conference 17 times making him a lifetime qualifier for this esteemed group as well as qualifying for MetLife’s Platinum Conference in 2014 and MetLife’s Chairman’s Council in 2015. Matt has also qualified for MassMutual Leaders Conference every year since 2016 and has won awards for both professional excellence and good business practices. Additionally, Matt is a member of the Million Dollar Round Table – recognized internationally as the standard of sales excellence in the life insurance and financial services industry; whose members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service.

Matt is a graduate of the University of Connecticut and resides in Fairfield CT with his wife Amy and children Madelyn, Carter and Ava. In his spare time, Matt is an avid runner and has run 10 marathons including NYC, Boston and Philadelphia. His favorite is the NYC marathon that he has run 4 times in as a guide to his friend Joe who has autism.

Meet the Team

 

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. AR Insurance Lic # 1355547.    CA Insurance Lic # 0C34956.

Check the background of this investment professional on FINRA’s BrokerCheck

Matthew J. Barrett

CFP®, CLU®, ChFC®, CASL®