Matthew Loffredo, MBA
San Diego, California, United States
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Matthew Loffredo, MBA is a financial services professional with 9.7 years of experience. He founded Pillar One Financial & Insurance Solutions, a company that focuses on protecting the financial assets of the community. With a unique understanding of the financial challenges faced by living in a beautiful and affordable environment, Matthew understands the importance of protecting the assets. He holds dual Master's Degrees and has taught professionally at the college level. Matthew's approach to financial safeguards allows clients to develop comprehensive solutions and empower them to make informed decisions. Contact him at your convenience to discuss your financial futures.
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@nylifesecurities.com
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About

I founded Pillar One Financial & Insurance Solutions because I saw an under-served sector of the population who needed help. The belief that one must accept high levels of market risk to sustain retirement savings has left many in fear of losing what took a lifetime to build. As a financial services professional, I founded the organization with the knowledge that better methods exist, and that the first pillar of a sound financial structure is protection. As a San Diego native, I have a unique understanding of the financial challenges that can be associated with living in one of the most beautiful and expensive places in the world. My wife and I have been together for 15 years and we have raised our two young children in San Diego. We have been fortunate enough to enjoy the lifestyle provided by living here, and we spend a lot of time together at the beach, hiking, and taking every advantage of our warm weather. However, we pay a premium for that lifestyle and I understand that you do too. As such, I have made it my life’s work to help people establish financial safeguards to protect the things in life that matter most. I possess dual Master’s Degrees and have taught professionally at the college level. As a former educator, I have a different approach than most financial professionals. At Pillar One Financial & Insurance Solutions, we give high priority to learning the details of clients’ overall life situations and, in return, educating them on their options in way they can understand. We believe in working together with clients to develop comprehensive solutions while empowering them to make educated decisions. This approach allows our clients to take charge of their financial futures and gives them a firm confidence in the path forward. If you think we can be of service in any way, or even if you just have a question, please contact us at your convenience. We would be happy to hear from you!

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Work Experience

Financial Services

1
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Matthew Loffredo, MBA's Professional Milestones

  • Founder (2014-01-01~): Building a successful business from the ground up, fostering collaboration and launching a successful startup.
  • Financial Services Professional (2014-01-01~): Developed and implemented strategic financial plans to optimize profitability and protect organizational interests.
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Education

University of Phoenix
University of Phoenix

Psychology

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