“A One Stop Life Insurance Resource.”

Professional Talent

MATTHEW J. RAVECH, ESQ. J.D., LL.M., CFP®

MATTHEW J. RAVECH, ESQ. J.D., LL.M., CFP®

Phone: 617-803-7651

J.D. with an LL.M. in tax and a CFP® with substantial legal (estate and trust), financial services, and life insurance company experience. Significant level of competency in advising life insurance companies and their agents on a variety of matters, including compliance, distribution, advanced markets, financial planning, and complaint resolution.

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