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Name
Matt Gilbert
Title
Senior Retirement Consultant
Bio
Matt has been with Charles Schwab & Co. for over 8 years, starting with our Schwab’s Retirement Services team. During this time he helped individual clients with their IRA’s: Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA as well as Individual 401k’s.
Matt has also spent time in our Advisor Services group, assisting our Registered Investment Advisor clients with paperwork, processes, procedures and compliance situations. In this role Matt served as the subject matter expert in Retirement Plans and Alternative Investments and was the main point of contact for multiple RIA Firms totaling over $2B in AUM at Schwab.
Matt currently works on the Schwab Retirement Network team where he consults with Advisors and Plan sponsors on what Schwab has to offer in the retirement and HSA space. Matt is well versed in what type of plans are best fit for advisors and their end clients as well as able to assist those advisors that are looking to grow in the retirement space with marketing material and prospecting lists.
Credentials:
AIF® - Accredited Investment Fiduciary®
FINRA – Series 6, 63,7, 9,10
Matt has also spent time in our Advisor Services group, assisting our Registered Investment Advisor clients with paperwork, processes, procedures and compliance situations. In this role Matt served as the subject matter expert in Retirement Plans and Alternative Investments and was the main point of contact for multiple RIA Firms totaling over $2B in AUM at Schwab.
Matt currently works on the Schwab Retirement Network team where he consults with Advisors and Plan sponsors on what Schwab has to offer in the retirement and HSA space. Matt is well versed in what type of plans are best fit for advisors and their end clients as well as able to assist those advisors that are looking to grow in the retirement space with marketing material and prospecting lists.
Credentials:
AIF® - Accredited Investment Fiduciary®
FINRA – Series 6, 63,7, 9,10
