Matt joined QBI in 2012, bringing experience in sales and the financial services industry with Wells Fargo and Northwestern Mutual. In his business development role at QBI, he works with financial advisors and CPAs who recommend qualified retirement plans to their clients. Additionally, he works with plan sponsors to find creative solutions to meet their retirement plan needs.
Matt has a degree in History from Loyola Marymount University and, in addition to a certificate in Plan Financial Consulting (PFC1), is actively working on his professional development path. Matt is based at our Woodland Hills office.
Reach Matt at:
matt.furniss [AT] QBILLC.COM