Mathew Unger Focus Asset Management -Thriving in Retirement Without Outliving Your Income

28:56
 
Share
 

Manage episode 236183516 series 1007475
By Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio streamed directly from their servers.
Prior to forming Focus Asset Management, Matthew was an advisor with Fisher Investments where he was responsible for managing approximately $150 million in assets, where he signed $35 million in new client assets in 2018, Ranked in the Top 1% for new client on-boarding and retention for Fiscal Year 2018 and constantly lead his team in client satisfaction. Matthew also previously worked at Merrill Lynch, Pierce Fenner & Smith where he advised affluent individuals and families. Matthew attended Syracuse University for undergraduate, and Harvard University for graduate work, and obtained a Professional Certificate in Financial Markets from Yale University. Matthew has 12+ years of professional experience, and 10 years of investment advisory and consulting experience. Contact Mathew Unger: www.FocusAssetMgmt.com Influential Influencers with Mike Saunders http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

3417 episodes available. A new episode about every 0 hours averaging 30 mins duration .