Matt Greene,  AXA Advisors, LLC

Matt Greene, Financial Consultant

 

 

Welcome to my website!! 

 

As a financial consultant at AXA Advisors my focus involves two distinct roles. I have a dedicated approach to working with my clients helping them accumulate, protect, distribute, and transfer their wealth using fundamental strategies of financial planning and risk management.  

Secondly, I am diligent in designing comprehensive planning strategies for business owners regarding business succession, continuation, and compensation programs for themselves and their key employees.

A little about myself: I was born in Detroit and moved to San Diego when I was 2 1/2 years old.  After my time at Patrick Henry High School, I went north and attended University of California Santa Barbara, graduating with a major in Law & Society and minor in Sports Management.  I then pursued a career in sports marketing in Las Vegas, New York City, and then back in San Diego working for various sports teams and sports marketing agencies.  After deciding I wanted to work more intimately with my friends and local business contacts, coupled with the desire to stay in San Diego, I moved into the wonderful world of financial services.

With my history in sales and marketing, coupled with my insatiable energy involving myself with many local business organizations, I have been able to not only build a successful business, but have been able to connect many people in different industries for their own professional growth. 

I have done this as the Co-Founder of 6 Degrees and as a current and former member of these organizations:

  • San Diego Chamber of Commerce
  • San Diego International Sports Council (Executive Board Member)
  • San Diego Regional Economic Development Corporation
  • Southern California Jewish Chamber of Commerce
  • San Diego Downtown Partnership

 

Please make sure you take advantage of all that this website has to offer you! 

 

If you are an existing client, you can access your account information conveniently and securely from my site, as well as update your information or request an account review with me.

 

Also, whether you are an existing client or just a casual visitor, you should take advantage of the many financial articles and resources available on this website.  You can get stock quotes, read about financial concepts, use my various financial calculators, and even sign up to receive my e-newsletters.

 

Of course, if you ever need to reach me, just click on my e-mail address or give me a call.

 

 

 

 

Enjoy your stroll through my site!!

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

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