President Of Financial Strategy
Asset Engineer Investment Solutions
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Matt Franchina Email & Phone Number
President of Financial Strategy
at
Asset Engineer Investment Solutions
1 work email found
@mac.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
President of Financial Strategy
Location
Costa Mesa, California, United States
Who is Matt Franchina? Overview
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Quick answer
Matt Franchina is listed as President of Financial Strategy at Asset Engineer Investment Solutions, based in Costa Mesa, California, United States. AeroLeads shows a work email signal at mac.com and a matched LinkedIn profile for Matt Franchina.
Matt Franchina previously worked as Co-Founder at Policy Engineer and Financial Advisor at Self-Employed. Matt Franchina holds Aa, Certificate, Fashion Design from Orange Coast College.
Company email context
Email format at Asset Engineer Investment Solutions
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{first_initial}{last}@mac.com
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AeroLeads found 1 current-domain work email signal for Matt Franchina. Compare company email patterns before reaching out.
Profile bio
About Matt Franchina
If anyone can do it it's you! My mom still says these words to me to this day and I'm here to pass that word of encouragement along to you except I'm adding the map of how to get there with it. Follow me and my company Policy Engineer to find your path to financial freedom.
Listed skills include Long Term Care, Life Insurance, Health Insurance, Insurance, and 25 others.
Current workplace
Matt Franchina's current company
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Asset Engineer Investment Solutions
AeroLeads page
10 roles
Matt Franchina work experience
A career timeline built from the work history available for this profile.
Co-Founder
Working diligently with my brother to identify the right people and technology to scale Policy Engineer in pursuit of empowering people to protect their lifestyles and the things closest to their hearts with affordable, accessible, and easy-to-understand insurance.Our vision is to provide innovative insurance solutions to 25 million people over the next 10.
Financial Advisor
Self-Employed
Sep 2020 - Feb 2023
Agency Manager
I'm at the helm of expanding AmeriLife into California and I'm looking for you to help me! Please send me a message so that we can explore ways that our businesses and efforts can complement each one another towards massive growth.
Feb 2020 - Sep 2020
Executive Financial Advisor/Managing Partner
As Executive Financial Advisor & Managing Partner of Present Financial Partners I will be developing our division of Financial Advisors and Strategic Benefit Planners. My team will be actively review client portfolios and risk management strategies to ensure the highest quality of planning for their present situation. I am always looking to identify new.
Jun 2016 - Feb 2020
Financial Advisor
Undisclosed Broker Dealer
As a financial advisor of the branch office my responsibilities were to visit with new clients of the insurance firm and review all needs/desires in the area of income/assets/retirement needs and help them execute planning to achieve them. Along with that I would oversee any transactions involving the process of moving from risk based investments to safe.
Apr 2013 - Jun 2016
Satellite Office Manager / Unit Sales Manager
Responsible for the overall growth and development of the Huntington Beach office and DreamTeam and currently on the pursuit of leading our team to the number one spot.The tasks at hand are recruiting, developing, running sales builder meetings, product & process trainings, goal setting & execution, driving growth, challenging people to lead, mentoring.
Jul 2012 - May 2016
Unit Sales Supervisor
The primary responsibilities as a Unit Sales Supervisor were to spend the bulk of my time training new insurance agents how to master the 8 Steps of Professional Selling, Trainings we done both in classroom and live with potential and existing clients in the field.I also assisted Senior Leadership with recruiting new driven individuals to our team by.
Aug 2011 - Jun 2012
Style Consultant
Metro Park
As a Style Consultant I was expected to know and follow emerging trends so I could help every person create a wardrobe on tot ahead of trend that matched their own personal style. I was expected to increase the average number of items purchase per person along with maintaining the integrity of the product floor.
Nov 2007 - Jan 2010
Sales
I sold mens shoes for the first two years, then transfed into The Rail selling mens fashion apparel for the last 8 months.
Jul 2004 - Mar 2007
1 education record
Matt Franchina education
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Orange Coast College
FAQ
Frequently asked questions about Matt Franchina
Quick answers generated from the profile data available on this page.
What company does Matt Franchina work for?
Matt Franchina works for Asset Engineer Investment Solutions.
What is Matt Franchina's role at Asset Engineer Investment Solutions?
Matt Franchina is listed as President of Financial Strategy at Asset Engineer Investment Solutions.
What is Matt Franchina's email address?
AeroLeads has found 1 work email signal at @mac.com for Matt Franchina at Asset Engineer Investment Solutions.
Where is Matt Franchina based?
Matt Franchina is based in Costa Mesa, California, United States while working with Asset Engineer Investment Solutions.
What companies has Matt Franchina worked for?
Matt Franchina has worked for Asset Engineer Investment Solutions, Policy Engineer, Self-Employed, Amerilife, and Present Financial Partners And Insurance Associates, Llc..
How can I contact Matt Franchina?
You can use AeroLeads to view verified contact signals for Matt Franchina at Asset Engineer Investment Solutions, including work email, phone, and LinkedIn data when available.
What schools did Matt Franchina attend?
Matt Franchina holds Aa, Certificate, Fashion Design from Orange Coast College.
What skills is Matt Franchina known for?
Matt Franchina is listed with skills including Long Term Care, Life Insurance, Health Insurance, Insurance, Sales, Fashion, Customer Service, and Whole Life.
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