Matthew Rosenberger

With the belief that small steps in the right direction can lead to an unforgettable journey, Matt’s financial philosophy centers on taking consistent, deliberate action to stay on course. His approach with clients emphasizes seeing the whole picture—carefully considering all factors before offering any recommendations or advice. Matt is passionate about helping others feel confident and excited about planning for their future goals.

A Connecticut native, Matt earned his undergraduate degree in Marketing from the UConn School of Business in 2015, followed by a Master of Business Administration (MBA) from the University of New Haven in 2022, with a concentration in business analytics. Before joining Retirement Visions, Matt held various positions, but it was in 2022 that he chose to pursue a career as a financial advisor. He brings two years of experience from his time at Prudential, where he was honored with the “Rookie of the Year” award for the Northeast division. He is currently working toward obtaining his Accredited Fiduciary Advisor credential.

Matt resides in Middletown with his wife, Rachel, their son, and their Corgi. In his free time, he enjoys hiking, playing tennis, and cheering on UConn basketball. Go Huskies!