ChFEBC ℠, Worksite Director
Matt Newman has been practicing personal finance since 1995 and is a Registered Representative with Securities America, Inc. He has an extensive background in all aspects of financial planning, with particular expertise in planning for federal and municipal employees and small business owners, as well as investment strategies.
As a Chartered Federal Employee Benefits Consultant (ChFEBC), he also plays an active role in advising employees of the federal government on retirement issues, and, as a result, is a regularly invited guest speaker at federal agencies.
Over the years, he has worked with over 1,000 clients on a one-on-one basis, helping them to plan for their financial future.
Matt Lives in Williamsville with his wife and daughter.
Bachelor of Science in Business Studies, Buffalo State College, 1995
What I Like Most About My Job: The ability to make a living and support my family by helping people.