FOUNDER &MANAGING PARTNER

matthew

klein

Matthew Klein is the Co-Founder and Managing Partner of MATAURO, LLC.

 

For 15 years, Matthew has focused on providing clients with creative tax and investment strategies that seek to maximize profit, minimize taxes, and provide for the most efficient distribution of capital over the long-term.

 

Matthew is a graduate of Gettysburg College with a degree in Macroeconomic Theory. In addition to his degree, Matthew earned the supplemental title of Retirement Planning Specialist. Matthew has achieved the International Management Award reserved for only those demonstrating exceptional aptitude and excellence in contemporary management in the field of financial services in the years 2012, 2013, 2014, 2015, 2016, 2017 & 2018.

 

Matthew currently lives on the East side of Manhattan and spends his free time meditating, boxing, and traveling the world.

GET IN TOUCH:

CONTACT US:

Tel: 212.408.9565 

Email: info@matauro.com

1290 Avenue of the Americas , 4th Floor, New York, NY, 10104

California Insurance License #: Matthew Klein - 0K57272, Barrett Tabeek - 0I40339, Eliran Abekassis - 0K66096, Allie Fraser - 0k77074, Steven Vanhooker - 0K13368, Benjamin Manley - 0K48657, Evan Grey - # 0K92604, John Bretti - 4011689, Adriano Pisarri - 0L23869.

Matthew Klein, Barrett Tabeek, Steven Vanhooker, Adrian Pisarri have earned the Retirement Planning Specialist title.  The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning form the Wharton School, University of Pennsylvania.  In collaboration between the Wharton School and Equitable Advisors’ affiliate Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements.  To verify that an FP has earned and holds the title in good standing, contact Equitable Financial atretirement@equitable.com.  Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.  For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

 

MATAURO is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-146548 (Rev. 6/15/20) (Exp. 10/2023)

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