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This profile was last updated on 11/15/14  and contains information from public web pages and contributions from the ZoomInfo community.

Matthew H. Eaton

Wrong Matthew H. Eaton?

Director of Case Development and ...

Northeast Planning Associates Inc
43 Constitution Drive
Bedford, New Hampshire 03110
United States

Company Description: At Northeast Planning Associates, Inc., our goal is helping our clients work towards their financial growth. We are a financial services firm dedicated to providing...   more
Background

Employment History

  • Registered Investment Advisor
    Northeast Planning Associates Inc
  • President of the Nashua Chapter
    Association of Insurance and Financial Advisors
  • President of the New Hampshire Chapter
    Association of Insurance and Financial Advisors
  • Research Director
    Pegaesus Advisors Inc
  • President
    New Hampshire Society of Financial Service Professionals
  • Chief Operating Officer
    Micree Corporation

Board Memberships and Affiliations

Education

  • BS degree
    the United States Military Academy
16 Total References
Web References
Northeast Planning Associates - Management Team
www.northeastplanning.com, 15 Nov 2014 [cached]
Matthew H. Eaton Director of Case Development and Technical Support
Matthew H. Eaton, CLU, ChFC, CFP®, joined NPA in 1980. Matt helps NPA's Financial Advisors assist their clients in estate and charitable planning, business succession planning, and executive benefits.
read more/less
During his tenure, Matt helped develop a sophisticated retirement distribution and asset allocation software program for financial planners. This program is available independently and exclusive to NPA advisors. He also serves as a support to our network of professionals, frequently assisting our CPA, Financial Institution, and Attorney partners.
Prior to joining NPA, Matt served as Chief Operating Officer for Micree Corporation and was a 1st Lieutenant in the United States Army. He is the Former President of the New Hampshire Society of Financial Service Professionals; Former President of the New Hampshire Chapter of the Association of Insurance and Financial Advisors; and Former President of the Nashua Chapter of the Association of Insurance and Financial Advisors. He is Series 6, 7, and 65 registered with LPL Financial. Matt earned a BS degree at the United States Military Academy, West Point, NY.
Matt resides in Nottingham, NH with his wife Seonaid.
...
In addition to her role as Director of Training, Marie supports Matt Eaton in providing technical support to NPA's Financial Advisors and Partners. She is also familiar with a variety of financial planning software programs and works closely with advisors in developing financial plans for their clients.
Prior to joining NPA, Marie was a Brokerage Manager for National Life of Vermont, representing their products and services to advisors throughout New England. She is the Former President of the New Hampshire Society of Financial Service Professionals and has served on the Board of Directors for Moore Center Services, Inc., an area agency serving individuals with intellectual and developmental disabilities and acquired brain disorder (ABD) in Manchester and the surrounding area. She is Series 6, 7, 24, and 65 registered with LPL Financial.
Team | Pegaesus Advisors
www.pegaesusadvisors.com, 12 June 2014 [cached]
Matthew H. Eaton, CLU, ChFC, CFP®
...
Matthew H. Eaton, CLU, ChFC, CFP®
Research Director
(781) 938-9200
Matthew H. Eaton, CLU, ChFC, CFP®, is Research Director for Pegaesus Advisors. Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.
Team | Northeast Planning Associates, Inc.
www.paulgoyette.com, 1 June 2014 [cached]
Matthew H. Eaton, CLU, ChFC, CFP®
Director of Case Development
(603) 471-0900
Matthew H. Eaton, CLU, ChFC, CFP®, has been with us for more than 30 years. In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.
Matthew H. Eaton, CLU, ChFC, CFP® | Northeast Planning Associates, Inc.
www.sandymackey.com, 30 July 2014 [cached]
Matthew H. Eaton, CLU, ChFC, CFP®
...
Matthew H. Eaton, CLU, ChFC, CFP®
Research Director
(603) 471-0900
Matthew H. Eaton, CLU, ChFC, CFP®, has been with Northeast Planning Associates for more than 30 years, joining NPA in 1980. During his tenure with NPA, Matt helped develop a sophisticated retirement distribution and asset allocation model incorporated into one of the most recognized financial planning software programs. In his role as Research Director, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits. 
 Prior to joining NPA, Matt served as Chief Operating Officer for Micree Corporation and was a 1st Lieutenant in the United States Army. He is the Former President of the New Hampshire Society of Financial Service Professionals; Former President of the New Hampshire Chapter of the Association of Insurance and Financial Advisors; and Former President of the Nashua Chapter of the Association of Insurance and Financial Advisors. He is Series 6, 7, and 65 registered with LPL Financial. Matt earned a BS degree at the United States Military Academy, West Point, NY. 
Matt resides in Nottingham, NH with his wife Seonaid.
Matthew H. Eaton, CLU, ChFC, CFP® | Northeast Planning Associates, Inc.
www.darenseekins.com, 12 July 2014 [cached]
Matthew H. Eaton, CLU, ChFC, CFP®
...
Matthew H. Eaton, CLU, ChFC, CFP®
Director of Case Development
(603) 471-0900
daa H. Eaton, CLU, ChFC, CFP®, has been with Northeast Planning Associates for more than 30 years, joining NPA in 1980.   During his tenure with NPA, Matt helped develop a sophisticated retirement distribution and asset allocation model incorporated into one of the most recognized financial planning software programs. In his role as title, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.  Prior to joining NPA, Matt served as Chief Operating Officer for Micree Corporation and was a 1st Lieutenant in the United States Army. He is the Former President of the New Hampshire Society of Financial Service Professionals; Former President of the New Hampshire Chapter of the Association of Insurance and Financial Advisors; and Former President of the Nashua Chapter of the Association of Insurance and Financial Advisors. He is Series 6, 7, and 65 registered with LPL Financial. Matt earned a BS degree at the United States Military Academy, West Point, NY. Matt resides in Nottingham, NH with his wife Seonaid. They have three adult children and one grandchild. Matthew H. Eaton, CLU, ChFC, CFP®, has been with Northeast Planning Associates for more than 30 years, joining NPA in 1980.   During his tenure with NPA, Matt helped develop a sophisticated retirement distribution and asset allocation model incorporated into one of the most recognized financial planning software programs. In his role as title, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.  Prior to joining NPA, Matt served as Chief Operating Officer for Micree Corporation and was a 1st Lieutenant in the United States Army. He is the Former President of the New Hampshire Society of Financial Service Professionals; Former President of the New Hampshire Chapter of the Association of Insurance and Financial Advisors; and Former President of the Nashua Chapter of the Association of Insurance and Financial Advisors. He is Series 6, 7, and 65 registered with LPL Financial. Matt earned a BS degree at the United States Military Academy, West Point, NY. Matt resides in Nottingham, NH with his wife Seonaid. They have three adult children and one grandchild. Matthew H. Eaton, CLU, ChFC, CFP®, has been with Northeast Planning Associates for more than 30 years, joining NPA in 1980.   During his tenure with NPA, Matt helped develop a sophisticated retirement distribution and asset allocation model incorporated into one of the most recognized financial planning software programs. In his role as title, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.  Prior to joining NPA, Matt served as Chief Operating Officer for Micree Corporation and was a 1st Lieutenant in the United States Army. He is the Former President of the New Hampshire Society of Financial Service Professionals; Former President of the New Hampshire Chapter of the Association of Insurance and Financial Advisors; and Former President of the Nashua Chapter of the Association of Insurance and Financial Advisors. He is Series 6, 7, and 65 registered with LPL Financial. Matt earned a BS degree at the United States Military Academy, West Point, NY. Matt resides in Nottingham, NH with his wife Seonaid. They have three adult children and one grandchild.
Matthew H. Eaton, CLU, ChFC, CFP®, has been with Northeast Planning Associates for more than 30 years, joining NPA in 1980.   During his tenure with NPA, Matt helped develop a sophisticated retirement distribution and asset allocation model incorporated into one of the most recognized financial planning software programs. In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.
Prior to joining NPA, Matt served as Chief Operating Officer for Micree Corporation and was a 1st Lieutenant in the United States Army. He is the Former President of the New Hampshire Society of Financial Service Professionals; Former President of the New Hampshire Chapter of the Association of Insurance and Financial Advisors; and Former President of the Nashua Chapter of the Association of Insurance and Financial Advisors. He is Series 6, 7, and 65 registered with LPL Financial. Matt earned a BS degree at the United States Military Academy, West Point, NY.
Matt resides in Nottingham, NH with his wife Seonaid.
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