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Meet Matthew

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Matthew Carmichael

Founder

Matthew is the founder of Fox Legacy Financial, a firm focused on providing financial strategies to business owners and pre-retirees. With a decade of experience, Matt found his passion early on in life after observing the success his parents achieved financially based on their different spending, savings and investment strategies. He draws on this passion daily to help clients to crystallize their goals and objectives, make educated decisions, and live with financial security, knowing they’ll be taken care of now and into the future. For the past decade, Matt has chosen to affiliate with New York Life, for their superior company strength and second-to-none resources.

Personal Life

Born and raised in Ventura County, Matt’s deep-rooted love for California inspired him to build both his business and family here. He now resides and has established his office in Lakeside, where he enjoys helping clients throughout the United States achieve their financial goals.

2005 to 2009 Matt was in the Marine Corps Infantry, 3rd Battalion 4th Marines, serving two tours in Iraq.

Graduated San Diego State University 2016 with a Bachelors of Science in Business Administration.

Matt enjoys hiking, camping, desert sports, motorcycles and spending time with family and kids, WiLdEr & Olive.


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(805) 229-1217
Matthew@FoxLegacyFin.com

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Disclosure

Matthew Carmichael is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0M06803), GA, ID, IN, LA, MA, NJ, NM, NV, OH, PA, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Matthew Carmichael is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 11668 Oak Creek Dr, Lakeside, CA, 92040, 805-229-1217. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, IN, NM, NV, PA, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Carmichael is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, IN, ME, NM, NV, PA, TN, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • ABOUT
  • TEAM
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  • CLIENT EDUCATION
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