Michael Matta Email and Phone Number

Our team is committed to making a powerful difference in our clients' lives and helping them make their personal, family and business dreams a reality. The trust and confidence of our clients are our most treasured assets. Working with their best interests at heart, we seek long-term relationships that are built on mutual trust and respect.We strive to help our clients grow, manage and preserve their assets. Using our experience and knowledge of retirement planning and the financial markets, we assist them in making prudent decisions for long-term financial success by translating their personal needs into a strategy.Qualifying Examinations:Series 7 - General Securities RepresentativeSeries 66 - Uniform Combined State LawCertifications:Washington State Life, Disability, Long Term Care, and Variable Line Insurance ProducerSkills: Wealth ManagementPortfolio ManagementFundamental and Technical Analysis Individual Stocks and Financial MarketsInvestmentsMutual FundsInsurance (Life, Disability and Long Term Care)Retirement PlanningEstate PlanningDefined Benefit Plans for Corporations and Self-Employed Individuals