Matthew Kochen
AIF®, CPFA®
Retirement Plan Specialist
401k Department
Matt Kochen, AIF®, CPFA®, is a Financial Advisor with 14 years of experience in investment management and financial planning. He specializes in retirement plan management and works closely with business owners to help create and maintain retirement plans that support both companies and their employees. Matt also enjoys helping individuals and families build financial strategies designed to keep them on track toward their long-term goals.
Known for his approachable style and commitment to client relationships, Matt believes financial planning should be straightforward, personalized, and focused on what matters most to each client. He takes more pride in helping clients feel confident and informed when making important financial decisions.
Outside of work, Matt enjoys building a home with his wife and two children. He is a golfer, plays guitar in a band, and likes keeping up with the markets, financial news, and developments in AI. Whether working with retirement plans or individuals, Matt values building lasting relationships and helping clients feel comfortable and confident about their financial future.
