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Matthew Siegel, CLU®, ChFC®

Brokerage Director, Investment Advisor Representative
1305 Campus Parkway, Wall Township, NJ 07753

Matthew Siegel is a seasoned professional with over 15 years of dedicated service in the financial services industry. His current role as the Brokerage Director and Annuity Specialist at Creative Financial Group since January 2016 is a testament to his wealth of knowledge and expertise. Matthew began his career at MetLife, where he worked as a Financial Services Representative from August 2008 to June 2016. He built a solid foundation in financial services and client relations during his nearly eight-year tenure. Matthew graduated from Rider University in 2008 with a Bachelor of Science in Business Administration, majoring in Finance. He holds several key certifications, including Series 6, 7, 63, and 65 securities registrations and licenses for Life, Accident, and Health Insurance. He earned the Chartered Financial Consultant (ChFC) designation in 2023 and the Chartered Life Underwriter (CLU) designation in 2022. Within the firm, Matthew is recognized as the Annuity Specialist and has significant expertise in Life Insurance. His client-centric approach ensures that he provides tailored solutions to meet their financial needs, making each client feel valued and prioritized. He resides in Fairfield, NJ, with his wife Jamie. Matthew Siegel is not just a dedicated professional but also a family man. His ability to balance his professional commitments with his dedication to his family is a testament to his reliability and trustworthiness. This dedication to his family instills a sense of trust in his character, making clients feel secure in their professional relationship with him. His extensive experience, advanced certifications, and client-centric approach underscore his commitment to helping clients achieve their financial goals.