After founding Matt Merzoian Retirement Plan Advisory Services, and working independently out of the Thiesen Dueker Fresno Office, Matt decided it would benefit him and his clients to become a member of our team. For more than 25 years, Matt has specialized in retirement plan consulting and advisory services. He first joined John Hancock Financial Services as a Registered Representative, providing financial products and services to individuals and businesses. He soon shifted his focus to establishing and servicing 401(k) retirement plans. Many of his clients have been with him for more than 20 years, and he is genuinely proud of these longstanding relationships.
Matt’s mission is to assist businesses of all sizes to implement retirement plan benefit programs with the highest standards of professionalism and service. His goal is to ensure that all fiduciary standards are upheld and maintained, and that each retirement plan meets the employer’s expectations and their employees’ retirement needs.
Matt was named one of the Financial Times Top Financial Advisors of 2015 and 2016.
The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times. The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in eight primary areas, including: DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.
Matt Merzoian is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC.