Life Income Strategies Webinar

Life Income Strategies Webinar

10/14/2022 12:00 - 1:00 PM via Online Webinar

Join us for an informative session on preparing for your retirement. The presentation will focus on these key areas:

Reserve Your Spot

Matthew Agius

Financial Consultant

FINRA

CA Insurance License #0E30748

Matthew comes to Provident Credit Union with over 14 years of experience as a licensed Financial Advisor. Prior to Provident, he managed client accounts with Chase Investment Services, Wells Fargo Private Client Services, and Citicorp Smith Barney.

Matthew earned his Bachelors of Science degree in Finance at San Jose State University and is a licensed FINRA representative holding FINRA Series 7 and 24 and NASAA Series 63 and 65 licenses through Securities America. He specializes in building diversified portfolios focused on generating income and limiting risk.

Phone: (408) 464-2870

Fax: (650) 801-7103

Matthew has offices in:

  • Belmont Branch

  • Redwood Shores Branch

  • Los Gatos Branch

Email

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