Matt Greene, CFP®

Matt Greene is a Managing Director and Financial Planner at HUB Retirement and Wealth Management. Matt is a valued advisor to his individual and corporate clients, providing a broad range of financial planning and advisory services.

Matt leads the firm’s practice for complex High Net Worth clients and family businesses. Since every client has a unique story and set of circumstances, Matt is passionate about developing personalized financial strategies to help clients and their loved ones have financial confidence. While specializing in investment advising and financial planning, Matt also partners with plan sponsors to assist in efficiently managing all aspects of their retirement plan and endowment.

With a solid educational foundation from Boston College, where he earned a Bachelor of Arts in Economics, Matt has fortified his professional qualifications. He holds several FINRA securities registrations, including the Series 7, 63, and 65*, and has achieved the esteemed Certified Financial Planner™ (CFP®) designation.

Matt grew up in Plymouth, MA and attended BC High prior to going to Boston College. He currently lives in Reading, MA with his wife and two kids.

*Series 7 and 63 securities registrations held through LPL Financial. Series 65 securities registration held through Global Retirement Partners, LLC.