matthew-sagers_bc4564cbc52f4f18a2b4960a36a37e20

Matthew Sagers

Financial Advisor

CLTC

Professional Story

Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Estate Planning, Investment Strategies (Reg. Reps Only), Financial Education, Retirement Strategies

English, Chinese-Mandarin

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them

Coverpath - Get a quote for term life insurance

MM202503-300856

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

Personal Story

University of Oregon (2010-2014)

Weight lifting
Yoga
Pre and Post Natal Corrective Exercise
Meditation

Community Service Chair for BNI We Inspire

MassMutual Northern California

6701 Koll Center Parkway, Ste 140 Pleasanton, CA 94566
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MassMutual Northern California Office