Ridgeline Financial Partners
Certified Financial Partner and Managing Partner
Carbray Properties
Managing Member
New England Financial Jul 2002 - Aug 2006
Financial Planner
Carbray Staunton Financial Partners Jul 2002 - Aug 2006
Owner and Certified Financial Planner
Merrill Lynch 2001 - 2002
Intern
Education:
The American College of Financial Services 2018 - 2018
The American College of Financial Services 2012 - 2013
The American College of Financial Planning 2007 - 2008
Bryant University 1998 - 2002
Bachelors, Bachelor of Science, Law
Skills:
Estate Planning Financial Planning Retirement Planning Wealth Management Insurance Long Term Care 401K Employee Benefits Succession Planning Business Planning Strategic Financial Planning Long Term Care Investment Management Finance Analysis Investments Fixed Annuities Retirement Financial Advisory Securities Financial Planners Pensions Wealth Investment Advisory Asset Allocation Series 7 Disability Insurance Series 63 Investment Strategies Mutual Funds Life Insurance Series 65 Small Business Long Term Care Insurance Personal Financial Planning Finra Alternative Investments Wealth Accumulation Asset Management Financial Services Term Life Insurance Health Insurance Portfolio Management 401 Retirement Savings Plans Wealth Management Services Holistic Financial Planning
Interests:
Social Services Children Economic Empowerment Politics Education
Languages:
Italian
Certifications:
Chfc® Cfp® Clu
Youtube
Matt Carbray discusses clients desire for ins...
Financial Advisor Matt explains that clients like to have 'instant acc...
Duration:
54s
FOX61's Amanda Raus speaks with a financial e...
Hear what Matthew Carbray of Ridgeline Financial Partners had to say.
Duration:
3m 24s
Missing your stimulus check? You're not alone
Matthew Carbray with Ridgeline Financial Partners said for those who h...
Duration:
3m 34s
New guidance for those of you looking to secu...
Matt Carbray from Ridgeline Financial Partners has advice about what y...
Duration:
3m 28s
COVID-19 Economic Disaster Relief & PPP
Join Matthew Erdmann and Amina Blake-Foreman as they speak with Matthe...
Duration:
1h 35m 38s
Deep Dive into Government Relief for Real Est...
Matthew Miale (co-founder REProphet.com and & KW Mega Agent) and Matth...
22 Jun 2009 ... Matthew R. Carbray is a financial planner and partner of Carbray Staunton Financial Partners, LLC. Matt specializes on working with ...