About

Matthew OBrien

O'Brien Protected Financial

6 Lake Drive

Oxford, CT 06478

matthew.obrien@agent.annuity.com

(203) 988-9825

Connect With Matthew

MY CAREER

I began my career in 1992 helping seniors with Medicare and LTC planning. I transferred into banking with a big regional commercial bank on the east coast. From there, I was recruited to develop and implement a Wealth Management program at a local community bank and became VP of Wealth Management. I held that position for 17 years earning top honors in several areas concerning investments and insurance. As a result, I subscribe to a conservative planning approach (defense wins championships) to income, wealth, and estate protection. If you’re an average investor, retirement’s once in a lifetime, why risk it?

I am a CF2® (Certified Financial Fiduciary). I believe being a fiduciary is imperative when working with my clients. I want my clients to know that I am obligated to ALWAYS put the needs of my client first by upholding to the highest moral, ethical and fiduciary standards. I am passionate and relentless about using my education, experience & strategies to protect your retirement.

MY LIFE

I reside in Oxford, Ct with my wife and three wonderful children that keep our life full and exciting with all the joys of parenthood. We are active in several community social and sporting groups. I have been a board member for SONCCA (Seymour-Oxford Nursery and Child Care Assoc.)and an active supporter of many local United way and YMCA charitable activities throughout the years. I have a love for the outdoors, and you can often me golfing fishing and spending time with our four-legged best friend Lexi.

If you’re more conservative and can’t afford to lose money in retirement, I would love the opportunity to connect with you and share how I help protect and preserve your retirement.
Retire With Certainty

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