Matthew Robb
Financial Advisor
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FIC, CLTC®
About Matthew Robb
Originally from the Philadelphia area, I moved to the beautiful Oley Valley in the mid 1990's. I have two daughters, Sydney and Madison. I have worked in the financial services industry for 28 years spending most of that time as a commercial lender for various banks that serve our immediate areas. My passions include Philadelphia sports, Penn State football and volunteering in my community. My volunteer efforts include time with The Daniel Boone Homestead, The Daniel Boone Optimist Club and The Boyertown Salvation Army. Past volunteer efforts include the Oley Valley Community Fair...
My qualifications
- Associates of Business Education, The Pennsylvania State University
- Associates of Mathematics, The Pennsylvania State University
- Bachelors of Criminology, The Pennsylvania State University
- General Securities Representative
My state licenses
- Florida
- Pennsylvania
- Texas
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations