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Matthew Allen, CEO, Social Security Advisors

Matthew Allen, CEO, Social Security Advisors

Matthew Allen is the Co-Founder/CEO of Social Security Advisors and creator of the new course Maximizing Your Social Security produced in conjunction with Weiss Educational Services.

 

Passion/Expertise

 

As a serial entrepreneur who is driven by a passion for providing industry-leading advice to his clients, Matthew has been at the forefront of financial services for over a decade. He has helped thousands of seniors maximize their Social Security benefits and avoid costly mistakes when filing.

 

In working with his clients, he realized that there was a major education and advice gap when it came to Social Security and was determined to fill this void by co-founding Social Security Advisors.

 

Having performed countless hours of client-focused research, Matthew applies this powerful knowledge and expertise by bringing insightful product vision, finance, and leadership skills to Social Security Advisors.

 

Position/Experience

 

In addition to co-founding Social Security Advisors, Matthew also founded The Universal Group of Companies, a private investment firm, in 2004. From 2000 to 2004, Matthew was a NYSE Market Maker with LaBranche & Co., a Fortune 500 New York Stock Exchange firm.

 

During his tenure, Matthew was responsible for a variety of collaborative responsibilities including: investment analysis, economic analysis, and equities and fixed-income trading. In conjunction with his associates at LaBranche, Matthew actively participated as a market maker in several of the largest NYSE-listed equity and fixed-income securities including, but not limited to: American Express, Inc., Merck & Co., Inc., Altria Group, Inc., Morgan Stanley, The Gap Inc., and SBC Communications, Inc.

 

Education/Certifications

 

Matthew has pursued advanced education in the areas of business, finance, law, and politics and has held the Series 65, Series 25, and Series 21 licenses and certifications, and has been awarded the CFA Institute's Certificate of Achievement.

 

Matthew Allen, CEO, Social Security Advisors - Retirement Speakers Bureau Matthew Allen is available to do presentations on a variety of topics for your retirement professional development or consumers group.

 

Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.

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$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

Worry-Free monthly CE! FULL member benefits at a guaranteed low price for as long as you remain a Member: Unlimited access to Live Webinars, elearning courses, audio downloads, with CFP®, CRC®, ASPPA, and PACE CE credit available.
$199.00
$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
Maximizing Your Clients’ Social Security - Matthew Allen

Maximizing Your Clients’ Social Security - Matthew Allen

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, you are going to receive many Social Security questions.

$39.00
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