My Background

Matthew Loffredo, MBA

As a Financial Services Professional, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company in 2014. After teaching Industrial and Organizational Psychology, I wanted the opportunity to work somewhere that made it easy for other people to do what was right. More importantly, I wanted to work somewhere that made it easy for me to do right by others.

You can take comfort in the fact that I have been a proud resident of the San Diego community for over 30 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving husband and father of two children, I have many of the same hopes and aspirations as my clients. I am happy to share with you all the resources and information New York Life has to offer.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.

To be the best possible Financial Services Professional, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 

 
 
 

Calculators