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Working with Us

Matthew Shriber, CFP, CIMA

Executive Director
Area Manager

Email Address

Matt.Shriber@wellsfargo.com

Phone Number

(415) 969-9670

Matthew Shriber is a seasoned financial services professional with over 20 years of industry experience. He began his career in 1999 as a Wall Street intern in New York City and has since built a career focused on supporting Financial Advisors through strategic guidance, business development, and innovative solutions.

Matthew currently serves as Senior Area Manager at Wells Fargo Advisors, where he leads with a deep commitment to advisor success. Prior to joining Wells Fargo, he held Regional Vice President roles at several investment firms, helping advisors and launching new product lines, including ARK Invest ETFs. His career began as a Financial Advisor at Merrill Lynch, laying the foundation for his advisor-first approach.

He holds the Certified Investment Management Analyst® and CERTIFIED FINANCIAL PLANNER® designations, has passed CFA Level I, and earned an executive certificate in financial planning from San Francisco State University.

Based in San Francisco for nearly two decades, Matthew enjoys exploring the city’s vibrant arts scene with his wife and two sons. His approach blends experience, insight, and a genuine passion for helping others succeed.

Certificates

CFP, CIMA

Marie Fajardo

Administrative Assistant

Email Address

Marie.Fajardo@Wellsfargo.com

Phone Number

(925) 280-2238

About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.

We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Matthew Shriber CFP®, CIMA®

555 California Street
24th Floor
San Francisco, CA 94104
Local Phone: (415) 969-9670
Matt.Shriber@wellsfargo.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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