About Us

Matthew "Matt" McKenna

Retirement Planning Specialist
Phone: 804-287-0223
Mobile: 757-632-7933
Fax: 804-285-3134

Retirement Planning Specialist, Financial Consultant

Matthew T. McKenna is a long-term Financial Consultant with Equitable Advisors.  Since 2007, Matt has been dedicated to helping his clients build financial futures by providing them with the knowledge, resources and tools to accomplish their goals.  Matt is committed to helping his clients succeed in developing and implementing a sound financial strategy.



Focussing On:

Retirement Planning & Distribution

Group Health, Retirement, & Executive Benefits

Insurance - Analysis & Review

Mentoring of New Financial Professionals

Matt earned the Retirement Planning Specialist designation with Equitable Advisors in 2012. The Retirement Planning Specialist title is awarded by AXA, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

 

He is a 2007 graduate of the University of Richmond, where he was a 4-year starter for the Richmond Spiders baseball team.

Matt and his wife, Vanessa, have two beautiful children, Shane and Alysse.  In his spare time, Matt enjoys spending time with family, outdoor activities and traveling.

 

 






The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.




 







 




California Insurance License #: 0L27625

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Norfolk Office<BR>555 E. Main Street, Suite 800<BR> Norfolk, VA 23510 <BR> <BR> Richmond Office<BR>7231 Forest Avenue, Suite 300<BR>Richmond, VA 23226 <BR> <BR> Wakefield Office<BR>631 N. County Drive<BR>Wakefield, VA 23888 is not owned or operated by AXA Advisors, LLC or its affiliates.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: 0E64585 (Powell), 0L27625 (McKenna)

Chares Altizer, James Blassingham, James Denny, Matthew McKenna, & Stephen Powell has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Equitable Advisors is the brand name of AXA Advisors, LLC.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Capital Financial Group is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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