Matthew Zokai, AIF®, CPFA

Senior Advisor of Retirement Services

Matt Zokai is the senior advisor of retirement services at 1st Global, where he helps drive growth and retention by educating and assisting advisors with qualified plan opportunities and serves as a subject-matter expert to various teams within the company by providing technical expertise consistent with ERISA, DOL, regulatory and tax requirements for the proper design and administration of qualified and nonqualified retirement plans. He began his career at 1st Global in 2017 and enjoys working with a wide variety of advisors and plan sponsors to help clients achieve their desired retirement outcomes.

Matt received his Bachelor of Business Administration degree from Louisiana State University and was drawn to the financial services industry because of a fascination that began when he was a young boy — he used to ask for stock for his Christmas and birthday presents and loved reading the newspaper each morning to check on how his stocks fared in the market. He now has more than 12 years of experience in the industry, beginning as a personal banker at Chase Bank and then serving as a retirement plan specialist at DailyAccess Corp. (which is now Newport Group) and a regional retirement consultant at OneAmerica prior to joining 1st Global. He appreciates that his current role allows him to help advisors uncover new opportunities and diversify their practices and help others fulfill their promises. He has passed his FINRA Series 6, 7 and 63 exams as well as his Group 1 Life and Health licensing exam.