Matthew Fish
Santa Barbara,CA
Summary
As the owner of Fish Life Insurance Planning, tailored life insurance solutions are at the heart of my work. My previous board service and collaboration with estate planning professionals have strengthened my teamwork skills while extending my professional network.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Owner
Fish Life Insurance Planning
11.2019 - Current
- Collaborate with estate planning attorneys, CPAs, and financial advisors to create life insurance strategies that address both legal and financial needs.
- Create insurance solutions and help clients select suitable policy types and coverage amounts based on family, business, and legacy needs.
- Provide education on the role and importance of insurance in estate planning, including income replacement and business succession.
Education
Bachelor of Science - Economics And Accounting
University of California, Santa Barbara
Santa Barbara, CACertification
- Ca Life Insurance #0D76965
- Series 7 - General Securities Representative
- Series 63 - Uniform Securities Agent
- Series 65 - Uniform Investment Advisor
Timeline
Owner
Fish Life Insurance Planning
11.2019 - Current
Bachelor of Science - Economics And Accounting
University of California, Santa Barbara
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