Matt attended Drexel University for Mechanical Engineering and entered the financial services industry in February 1977. He is also a graduate of the American College in Bryn Mawr, PA holding two major designations, CLU and ChFC.
His years experience include working with business owners to provide employee benefit plans, various forms of business continuation plans and employee incentive program. As his clients matured, he now directs most of his efforts to assisting them with asset accumulation and preservation, retirement distribution and estate tax planning strategies.
Matt's mission is to help is clients towards achieving, and continuing the lifestyle they enjoy: helping to ensure their assets pass to the next generation in a timely and tax-efficient manner.
He currently resides in Drexel Hill, Delaware County.
Matthew Lempa CLU, ChFC is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in PA, NJ, DE, FL, AZ, and MD. He is also insurance licensed in AZ, DE, FL, NJ, and PA.