Matthew Klein, Cpwa®

Matthew Klein, Cpwa® Email and Phone Number

Partner, CEO @ MATAURO, LLC
New York, NY, US
Matthew Klein, Cpwa®'s Location
New York, New York, United States, United States
About Matthew Klein, Cpwa®

Matthew Klein, Cpwa® is a Partner, CEO at MATAURO, LLC.

Matthew Klein, Cpwa®'s Current Company Details
MATAURO, LLC

Matauro, Llc

View
Partner, CEO
New York, NY, US
Matthew Klein, Cpwa® Work Experience Details
  • Matauro, Llc
    Partner, Ceo
    Matauro, Llc
    New York, Ny, Us
  • Matauro, Llc
    Partner, Ceo
    Matauro, Llc Sep 2024 - Present
    New York, United States
  • Matauro, Llc
    Managing Partner
    Matauro, Llc Jan 2010 - Sep 2024
    We utilize state-of-the-art strategies derived from classic economic principles to allow investors to effectively respond to an ever-shifting financial landscape. We are in the business of uncovering opportunities, cultivating relationships and making recommendations that drive growth and progress in our client's portfolios.---AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SPIC, Equal Opportunity Employer-M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9dCA Insurance Lic#0K57272The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY,NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the coursework and maintain the title through ongoing continuing education requirements.
  • Equitable Advisors
    Regional Vice President
    Equitable Advisors Jan 2020 - Sep 2024
    AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020).
  • Smartset, Llc
    Co-Founder
    Smartset, Llc Mar 2014 - Sep 2024
    Introducing: SmartSet, LLC, a MATAURO, LLC service company, created to provide active clients with a portal to what they have and where they have it in real time, that saves time and tracks progress.
  • Axa Advisors, Llc
    Vice President, Northeast Region
    Axa Advisors, Llc 2005 - Jan 2020
    We guide people toward taking small, manageable steps that help them plan for sound financial futures. We manage risk prudently. We invest for the long term in the U.S. and global economies. We provide access and advice to help people succeed in their financial and personal endeavors.

Matthew Klein, Cpwa® Education Details

  • Gettysburg College
    Gettysburg College
    Macroeconomic Theory

Frequently Asked Questions about Matthew Klein, Cpwa®

What company does Matthew Klein, Cpwa® work for?

Matthew Klein, Cpwa® works for Matauro, Llc

What is Matthew Klein, Cpwa®'s role at the current company?

Matthew Klein, Cpwa®'s current role is Partner, CEO.

What schools did Matthew Klein, Cpwa® attend?

Matthew Klein, Cpwa® attended Gettysburg College.

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