Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®
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Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® Email & Phone Number

Retirement Planning Specialist, CERTIFIED FINANCIAL PLANNER™ Professional, Accredited Investment Fiduciary, Financial Consultant at Equitable Advisors at Equitable Advisors at Equitable Advisors
Location: Richmond, Virginia, United States 1 work role 4 schools
1 work email found @equitable.com 2 phones found area 804 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email m****@equitable.com
Direct phone (804) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Equitable Advisors
Role
Retirement Planning Specialist, CERTIFIED FINANCIAL PLANNER™ Professional, Accredited Investment Fiduciary, Financial Consultant at Equitable Advisors at Equitable Advisors
Location
Richmond, Virginia, United States
Company size
3118 employees

Who is Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®? Overview

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Quick answer

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® is listed as Retirement Planning Specialist, CERTIFIED FINANCIAL PLANNER™ Professional, Accredited Investment Fiduciary, Financial Consultant at Equitable Advisors at Equitable Advisors at Equitable Advisors, a with 3118 employees, based in Richmond, Virginia, United States. AeroLeads shows a work email signal at equitable.com, phone signal with area code 804, and a matched LinkedIn profile for Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®.

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® previously worked as Retirement Planning Specialist, Financial Consultant at Equitable Advisors at Equitable Advisors. Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® studied at University Of Richmond.

Company email context

Email format at Equitable Advisors

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*@equitable.com
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AeroLeads found 1 current-domain work email signal for Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®. Compare company email patterns before reaching out.

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Profile bio

About Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® is a Retirement Planning Specialist, CERTIFIED FINANCIAL PLANNER™ Professional, Accredited Investment Fiduciary, Financial Consultant at Equitable Advisors at Equitable Advisors at Equitable Advisors. He possess expertise in estate planning strategies, 401k distribution planning, 401k rollover strategies, asset allocation strategies, employee benefits strategies and 13 more skills.

Listed skills include Estate Planning Strategies, 401K Distribution Planning, 401K Rollover Strategies, Asset Allocation Strategies, and 14 others.

Current workplace

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®'s current company

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Equitable Advisors
Equitable Advisors
Retirement Planning Specialist, CERTIFIED FINANCIAL PLANNER™ Professional, Accredited Investment Fiduciary, Financial Consultant at Equitable Advisors at Equitable Advisors
Website
equitable.com
Employees
3118
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Company profile
View company profile Email format
1 role

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® work experience

A career timeline built from the work history available for this profile.

  • Equitable Advisors
    Retirement Planning Specialist, Financial Consultant At Equitable Advisors
    Equitable Advisors
    Jun 2020 - Present - Richmond, Virginia, United States
    As an Equitable Advisor, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional like me.I have the resources and knowledge to help you develop and implement a sound financial strategy.Specialties Include: Retirement Planning & DistributionGroup Health, Retirement, & Executive BenefitsInsurance - Analysis & ReviewMentoring of New Financial Professionals
Team & coworkers

Colleagues at Equitable Advisors

Other employees you can reach at equitable.com. View company contacts for 3118 employees →

NG Natalie Gecewicz Natalie Gecewicz Colleague at Equitable AdvisorsSaratoga County, New York, United States View → KB Kaila Baker Kaila Baker Colleague at Equitable AdvisorsUnited States View → JT Jon Totillo Jon Totillo Colleague at Equitable AdvisorsMelville, New York, United States View → LO Leah Ortiz, Shrm-Cp Leah Ortiz, Shrm-Cp Colleague at Equitable AdvisorsGreater Philadelphia, United States View → CC Cristian Campos Cristian Campos Colleague at Equitable AdvisorsNew York, United States View → HB Heather Barniak, Cfp® Heather Barniak, Cfp® Colleague at Equitable AdvisorsRochester, New York, United States View → BL Bryant Lundahl, Cfp®, Chfc, Clu Bryant Lundahl, Cfp®, Chfc, Clu Colleague at Equitable AdvisorsMinneapolis, Minnesota, United States View → MG Michael Goldberg Michael Goldberg Colleague at Equitable AdvisorsBoca Raton, Florida, United States View → MT Matthew Thorne Matthew Thorne Colleague at Equitable AdvisorsLebanon, Ohio, United States View → CC Cade Connelly Cade Connelly Colleague at Equitable AdvisorsRochester, New Hampshire, United States View →
4 education records

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® education

Education record

Benedictine High School
FAQ

Frequently asked questions about Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®

Quick answers generated from the profile data available on this page.

What company does Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® work for?

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® works for Equitable Advisors.

What is Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®'s role at Equitable Advisors?

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® is listed as Retirement Planning Specialist, CERTIFIED FINANCIAL PLANNER™ Professional, Accredited Investment Fiduciary, Financial Consultant at Equitable Advisors at Equitable Advisors at Equitable Advisors.

What is Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®'s email address?

AeroLeads has found 1 work email signal at @equitable.com for Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® at Equitable Advisors.

What is Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 804 for Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® at Equitable Advisors.

Where is Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® based?

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® is based in Richmond, Virginia, United States while working with Equitable Advisors.

What companies has Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® worked for?

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® has worked for Equitable Advisors.

Who are Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®'s colleagues at Equitable Advisors?

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®'s colleagues at Equitable Advisors include Natalie Gecewicz, Kaila Baker, Jon Totillo, Leah Ortiz, Shrm-Cp, and Cristian Campos.

How can I contact Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp®?

You can use AeroLeads to view verified contact signals for Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® at Equitable Advisors, including work email, phone, and LinkedIn data when available.

What schools did Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® attend?

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® studied at University Of Richmond.

What skills is Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® known for?

Matthew Mckenna, Cfp®, Chfc®, Clu® Aif®, Ricp® is listed with skills including Estate Planning Strategies, 401K Distribution Planning, 401K Rollover Strategies, Asset Allocation Strategies, Employee Benefits Strategies, Executive Benefit Strategies, Financial Planning, and Income Protection Strategies.

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