As an Executive Director - Branch Complex Senior Manager, First Vice President–Investments, and PIM Portfolio Manager, Matthew J. Thoman leads a dedicated team focused on helping clients achieve their financial goals. Whether planning for retirement, funding education for children or grandchildren, or preserving generational wealth, Matthew and his team provide personalized strategies tailored to each client’s unique needs.

Matthew earned his bachelor’s degree in business administration with a concentration in Economics from Almeda University. He began his career at Hartford Investors as an Account Executive, later advancing to District Manager. He then joined Morgan Stanley, where he spent a decade honing his expertise in corporate services and portfolio management. Following his tenure at Morgan Stanley, Matthew served as Vice President and PIA Portfolio Manager at Merrill Lynch. Today, he proudly leads the Downtown Los Angeles office of Wells Fargo Advisors, where he continues to prioritize client-first service and strategic financial guidance.

Matthew holds the CERTIFIED FINANCIAL PLANNER® designation, as well as the Chartered Retirement Planning Counselor™ (CRPC®) and Chartered Retirement Plans Specialist™ (CRPS®) credentials. He is licensed in Life and Health Insurance and maintains FINRA Series 7, 9, 10, 26, 31, 63, and 65 registrations.

Outside of work, Matthew enjoys tennis, hiking, and traveling. He resides in West Hollywood, California.

CA Insurance License Number: 0C56987
Resident State: California