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Matt Collins at Tax and Financial Group

Matt Collins at Tax and Financial Group

4001 MacArthur Blvd, Ste 300, Newport Beach (CA), 92660, United States

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(949) 223-8100

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Description Matt works with high net worth individuals and business owners to help build and protect their wealth through values based financial strategies. Matt utilizes an expert team of specialists at Tax & Financial Group (TFG) to provide innovative solutions to help his clients identify and attain their financial objectives.

Prior to joining TFG, Matt was an associate at Dunbar Insurance where he focused on securing insurance for the firm’s clients. To facilitate the needs of his clients Matt holds the Life and Health licenses as well as the Series 7 and 66 Securities Registrations. He is a Registered Representative and an Investment Advisor Representative with Securian Financial Services, Inc., member FINRA/SIPC.

Matt is an active member of the Southern California Contractors Association and the Engineering Contractors Association. Matt is committed to helping members of the associations navigate through the challenges faced by family owned businesses. He also specializes in working with professionals in the Commercial Real Estate industry and is experienced in providing complex financial planning solutions for independent contractors.

Matt resides in Newport Beach, California. He is actively involved in the community. In his free time he enjoys stand up paddling, golf, family, and cooking.

Matt W. Collins (CA Insurance License 0H10281) is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Tax & Financial Group is independently owned and operated. 1323946, DOFU 10/15

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