AeroLeads people directory · profile
Bob Matson Email & Phone Number
Principal
at
Robert A. Matson CLU, ChFC
2 phones found
area 617
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Robert A. Matson CLU, ChFC
Role
Principal
Location
Millis, Massachusetts, United States
Who is Bob Matson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bob Matson is listed as Principal at Robert A. Matson CLU, ChFC, based in Millis, Massachusetts, United States. AeroLeads shows phone signal with area code 617 and a matched LinkedIn profile for Bob Matson.
Bob Matson holds Ba, History/Theatre from Muhlenberg College.
Profile bio
About Bob Matson
For over 25 years, I have had the pleasure and honor to work with individuals and businesses in designing and implementing strategies for income, estate and insurance planning. I maintain an independent financial planning practice through a 18 year affiliation with LPL Financial.Securities offered through LPL Financial, Member FINRA/SIPC.For a list of states in which I am registered to do business, please visit, www.lpl.com/robert.matson.Specialties: Retirement Income Planning, Estate Planning, Insurance Planning
Listed skills include Massachusetts Licensed Insurance Advisor, Retirement Planning, Accredited Estate Planner Aep, Chartered Financial Consultant, and 15 others.
Current workplace
Bob Matson's current company
Company context helps verify the profile and gives searchers a useful next step.
Robert A. Matson Clu, Chfc
1 role
Bob Matson work experience
A career timeline built from the work history available for this profile.
-
PrincipalWorking with individuals and business owners in design and implementation of retirement, estate and insurance planning.
2 education records
Bob Matson education
Education record
Hopkinton Jr. Sr. High School
FAQ
Frequently asked questions about Bob Matson
Quick answers generated from the profile data available on this page.
What company does Bob Matson work for?
Bob Matson works for Robert A. Matson CLU, ChFC.
What is Bob Matson's role at Robert A. Matson CLU, ChFC?
Bob Matson is listed as Principal at Robert A. Matson CLU, ChFC.
What is Bob Matson's phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Bob Matson at Robert A. Matson CLU, ChFC.
Where is Bob Matson based?
Bob Matson is based in Millis, Massachusetts, United States while working with Robert A. Matson CLU, ChFC.
What companies has Bob Matson worked for?
Bob Matson has worked for Robert A. Matson Clu, Chfc.
How can I contact Bob Matson?
You can use AeroLeads to view verified contact signals for Bob Matson at Robert A. Matson CLU, ChFC, including work email, phone, and LinkedIn data when available.
What schools did Bob Matson attend?
Bob Matson holds Ba, History/Theatre from Muhlenberg College.
What skills is Bob Matson known for?
Bob Matson is listed with skills including Massachusetts Licensed Insurance Advisor, Retirement Planning, Accredited Estate Planner Aep, Chartered Financial Consultant, Chartered Life Underwriter Clu, Financial Advisory, Financial Planners, and Estate Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Bob Matson you were looking for.
Bob Matson
1 email domain
Bob Matson
3 email domains
Bob Matson
3 email domains
Bob Matson
3 email domains