Matthew Bernstein brings a unique blend of experience, passion, and creativity to his work in financial services. He gained hands-on experience as an intern in the State and Local Tax (SALT) Department at Citrin Cooperman, a renowned CPA firm in NYC. Additionally, he holds a solid academic foundation from SUNY Oswego, where he majored in finance and minored in accounting and entrepreneurship. With this background, Matthew is well-equipped to help clients achieve their financial goals.
Driven by a deep passion for helping individuals protect their families and secure their financial future, Matthew is dedicated to fostering long-lasting relationships with his clients. His adventurous spirit, exemplified by his travels to countries like Morocco, Australia, and Spain, reflects the determination and resilience he brings to both his personal life and professional endeavors. These traits fuel his commitment to excellence in his work.
In addition to his financial expertise, Matthew's creativity sets him apart, allowing him to craft innovative solutions tailored to each client's unique needs. Whether he's playing basketball in an adult league or rooting on his favorite sports teams, his competitive spirit and problem-solving skills shine through. His long-term professional goal is to build a team of professionals to serve his clients more effectively.
With strong communication, organizational skills, and a dedication to personal growth, Matthew is not just focused on financial success but also on creating meaningful connections with those he serves.
Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111‐0001, and its affiliated US insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.
CRN202710-7211388