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Matthew T

Series 66

Wharton, NJ

Fidelity

Matthew Tripodi is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand their employer benefits and co-create financial plans aligned with their goals. He has professional experience as a Workplace Planning Consultant at Fidelity from 2022 to 2026 and served as a High Net Worth Service Associate at Fidelity from 2021 to 2022. Through these roles, he has worked closely with clients to provide personalized financial guidance tailored to their unique situations.

Exec comp design Equity Recipients (RS/RSU, SOP, ESPP) Retirement plans for business owners (SEP, solo 401k) Income planning Retirement income strategy Executive
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