Matt Paulsen, CFP®, ChFC®, CASL®, AIF®

AR Insurance License # 8181922

CA Insurance License # 4073403

Matt is a seasoned financial services representative with over 20 years of experience on the BCM Team, specializing in comprehensive financial planning, asset management and tax planning. He has a strong background in promoting financial literacy, having taught classes at various corporate venues, and co-hosted Connecticut's top financial talk show, Smart Money Radio, for eight years. A graduate of Providence College, Matt holds degrees in Finance and Business Management.

Matt is also a Transition Solutions Specialist* within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, Matt assists with important, time-sensitive decisions regarding their coverage options. In addition, he provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. Matt specializes in working with families and individuals who are going through a financial transition and are seeking guidance.

In his free time, Matt loves participating in outdoor activities with his wife, Teri, and their three children. He also stays active by participating in softball and volleyball leagues, and he enjoys skiing and mountain biking.

*MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals to offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.  

Third party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife. MMLIS is not affiliated affiliated with MetLife Consumer Services or any of its affiliates.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT