As a Branch Manager, First Vice President-Investments and PIM Portfolio Manager, Matthew Thoman CPFA®, CFP®, CRPC®, CRPS®and his team are dedicated to helping their clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, they can help.

 

Before entering the financial services industry, Matthew obtained his Bachelor's in Business Administration with a focus on Economics from Almeda University. He began his career working with Hartford Investors as an Account Executive and moved into the role of District Manager. Matthew then joined Morgan Stanley to further his career in corporate services and portfolio management. After ten successful years with Morgan Stanley, Matthew joined Merrill Lynch as a Vice President - PIA Portfolio Manager. Now a Branch Manager with the Downtown Los Angeles office of Wells Fargo Advisors, Matthew and his team takes pride in working for a firm that puts their clients first.

 

Additionally, Matthew holds his Life and Health Insurance license and FINRA series 6, 7, 9, 10, 26, 31, 63, and 66 registrations.

 

Away from the office, Matthew enjoys tennis, hiking, and traveling. Matthew lives in West Hollywood, California.

 

CA Insurance License Number: 0C56987.

 

Resident State of CA.