Briggs Matsko, Cfp®, Crpc®

Briggs Matsko, Cfp®, Crpc® Email and Phone Number

Co-Founder, Financial Planner and Consultant @ Retirement Security Centers
Sacramento, CA, US
Briggs Matsko, Cfp®, Crpc®'s Location
Sacramento, California, United States, United States
Briggs Matsko, Cfp®, Crpc®'s Contact Details

Briggs Matsko, Cfp®, Crpc® work email

Briggs Matsko, Cfp®, Crpc® personal email

Briggs Matsko, Cfp®, Crpc® phone numbers

About Briggs Matsko, Cfp®, Crpc®

Briggs Matsko, CFP®, CRPC®, a Co-founder and Financial Planner affiliated with Retirement Security Centers, specializes in and is passionate about meeting the financial planning needs of those approaching or having already entered retirement. He and his business partner, Jeff R. Maas, CFP®, ChFC®, CRPC®, together bring over 57 years of financial services experience to Retirement Security Centers and the clients they serve. Their proprietary EASE Process allows their clients to explore their full range of options and lifestyle choices prior to and during retirement, while still remaining in full control to help achieve the retirement they choose.Briggs began his financial planning career over 42 years ago when he joined Lincoln Financial Advisors, and since that time has built his reputation as a client advocate. His vision of a practice that focuses solely on retirement solutions has evolved and taken shape over the past decade. Briggs saw an unmet need for those entering retirement and Retirement Security Centers helps provides the solution. His objective, process-driven approach to financial guidance takes into consideration not only quantitative data, but his client values, dreams and desires.Briggs obtained his CERTIFIED FINANCIAL PLANNER™ practitioner certification in 1994. He earned his CHARTERED RETIREMENT PLANNING COUNSELOR™ designation in 2010. Briggs has been a Million Dollar Round Table* member since 1987 and has qualified for "Top of the Table" every year since 1992. Briggs is regularly sought out to share his knowledge and perspective publicly and has been featured in Research Magazine, Boomer Market Advisor, in addition to speaking at Million Dollar Round Table, the Retirement Income Industry Association, NAVA and various other national venues. He is also featured in Tom Hegna's book Retirement Income Masters. CRN-6507079-032624*The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Briggs Matsko applied for membership and a fee was paid.

Briggs Matsko, Cfp®, Crpc®'s Current Company Details
Retirement Security Centers

Retirement Security Centers

View
Co-Founder, Financial Planner and Consultant
Sacramento, CA, US
Employees:
30
Briggs Matsko, Cfp®, Crpc® Work Experience Details
  • Retirement Security Centers
    Co-Founder, Financial Planner And Consultant
    Retirement Security Centers
    Sacramento, Ca, Us
  • Retirement Security Centers
    Co-Founder, Financial Planner & Consultant
    Retirement Security Centers Jan 2013 - Present
    8880 Cal Center Drive, Suite 220 Sacramento, Ca 95826
    Strategy and tactical planning for our organization as well as management, training and recruiting. In addition I maintain a sizeable book of clients in my own planning practice, many of which I have worked with for over 40 years.CA Insurance License #05057622 Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CRN-6507079-032624
  • Matsko Consulting Group, Llc
    President
    Matsko Consulting Group, Llc Jan 2006 - Present
    Sacramento, California
    We consult to the financial services industry on training agents & planners in the area of income distribution.
  • Osaic
    Financial Planner
    Osaic Dec 1976 - Present
    CA Insurance License #0507622

Briggs Matsko, Cfp®, Crpc® Skills

Retirement Planning Retirement Series 7 Wealth Management Iras Investment Advisory Fixed Annuities Estate Planning Strategic Financial Planning Mutual Funds Wealth Accumulation Roth Ira 401k Investments Asset Allocation Series 63 Securities Wealth Finra Variable Annuities Personal Financial Planning Financial Services Financial Advisory Financial Planning Insurance Pensions Certified Financial Planner

Briggs Matsko, Cfp®, Crpc® Education Details

Frequently Asked Questions about Briggs Matsko, Cfp®, Crpc®

What company does Briggs Matsko, Cfp®, Crpc® work for?

Briggs Matsko, Cfp®, Crpc® works for Retirement Security Centers

What is Briggs Matsko, Cfp®, Crpc®'s role at the current company?

Briggs Matsko, Cfp®, Crpc®'s current role is Co-Founder, Financial Planner and Consultant.

What is Briggs Matsko, Cfp®, Crpc®'s email address?

Briggs Matsko, Cfp®, Crpc®'s email address is bm****@****lfg.com

What is Briggs Matsko, Cfp®, Crpc®'s direct phone number?

Briggs Matsko, Cfp®, Crpc®'s direct phone number is +191686*****

What schools did Briggs Matsko, Cfp®, Crpc® attend?

Briggs Matsko, Cfp®, Crpc® attended College For Financial Planning, Penn State University, Community College Of Beaver County.

What are some of Briggs Matsko, Cfp®, Crpc®'s interests?

Briggs Matsko, Cfp®, Crpc® has interest in Income Distribution.

What skills is Briggs Matsko, Cfp®, Crpc® known for?

Briggs Matsko, Cfp®, Crpc® has skills like Retirement Planning, Retirement, Series 7, Wealth Management, Iras, Investment Advisory, Fixed Annuities, Estate Planning, Strategic Financial Planning, Mutual Funds, Wealth Accumulation, Roth Ira.

Who are Briggs Matsko, Cfp®, Crpc®'s colleagues?

Briggs Matsko, Cfp®, Crpc®'s colleagues are June Bosworth, Neil Richards, Crpc®, Kelly Jordan, John Fletcher, Tad Raudman, Philip Woodland, Andrew Barile.

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