Matthew M. Stroup, QPA, QKA, QPFC, CFP®
CEO, Chief Investment Officer, Co-Founder
Matthew M. Stroup, QPA, QKA, QPFC, CFP® is 401k Retirement Partners’ CEO and Chief Investment Officer.
He has been advising individuals and corporations with comprehensive financial and retirement planning services for over 30 years. Mr. Stroup’s previous appointments include Drexel Burnham, Smith Barney and Lehman Bothers as Senior Vice President in New York City.
Mr. Stroup is a Certified Financial Planner® certificate holder (CFP), Certified College Planning Specialist (CCPS), Registered Financial Consultant (RFC), Qualified Plan Financial Consultant (QPFC from ASPPA), a Qualified 401(k) Administrator (QKA from ASPPA) and a Qualified Pension Administrator (QPA from ASPPA). He has obtained certificates in Pension Funds and Investment Management Program from The Wharton School of Finance of the University of Pennsylvania, Financial Planning from NYU and Retirement Planning from American Society of Pension Professional & Actuaries (ASPPA). Mr. Stroup graduated (BS, 78) from Plymouth State University. He is currently a CFA level 3 candidate.
Mr. Stroup is a member of American Society of Pension Professional & Actuaries (ASPPA), Financial Planning Organization, West Orange, NJ Chamber of Commerce, NJ Society of Estate Planners, Society of Registered Financial Consultants, Society of Certified College Planning Specialists.
He is a specialist in comprehensive financial planning, qualified and non-qualified retirement plans for individuals, public entities and corporations. He understands the opportunities available from various pension plan providers and has extensive experience in helping organizations and individuals establish, install, convert and maintain quality retirement plans. With a strong background in Modern Portfolio Theory, portfolio asset allocation and performance analytics, Mr. Stroup provides highly valued analysis and advice to individuals and corporate clients.
Professional Licenses: NASD Series 66, 7, 24, 52 (CA, CO, CT, FL, GA, MI, MN, NH, NJ, NY, OK, PA, TX, VA, VT) and Life Insurance; Accident, Health or Sickness; Variable.