Matthew Rizzo

Credentials:
  • MBA

Focus: Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Financial Education, Retirement Income Planning, Group Benefits, Business Succession Planning, Risk Management Strategies

Languages: English

As a Financial Advisor with a focus on company retirement plans, Matthew Rizzo’s mission is twofold: to educate employers on the financial impact of employees, not on track to retire, and to work with plan participants to make sure they save enough to enjoy a successful and dignified retirement.

He is eager to help, focused on clients’ needs, detail-oriented, and reliable.  He started his career as a Financial Advisor in 2007 at MetLife. He then became a Retirement Plan Specialist at MassMutual Long Island Metro in 2011. He received his Bachelor’s degree from Fairfield University in 1997 and went on to earn his M.B.A in Business at St. John’s University in 2005.

During his spare time, Matt enjoys coaching youth sports on Long Island, playing golf, going to the beach, and spending quality time with his wife Mary Beth and his three children; Julia, Jack, and Lucas.

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Center for Wealth Preservation, LLC

Main Office

6800 Jericho Turnpike Suite 202W
Syosset, NY 11791

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CRN202112-256735