With more than 20 years of experience as a Financial Advisor, Matt takes the time to build close relationships with his clients and applies his knowledge and experience to help plan for and address their financial goals at each life stage.

 

Matt’s educational background includes earning his BA in Economics from California State University at Sacramento and then earning his Master’s degree in Micro Economics from UC Davis.

 

As a Senior Financial Advisor, Matt takes a collaborative approach as he works with clients to help build their investment plan, including strategies for retirement, investments, insurance, and estate planning strategies. Since each client is unique, he always creates strategies that are tailored to their specific needs.

 

Away from the office Matt enjoys the outdoors, training for triathlon competitions and spending time with his wife and their 2 boys. He also donates his time to the finance committee at his local church and participates in their youth ministry program.



California Insurance License Number 0B91615, Resident State CA