My Qualifications

Matt Padilla

Matt Padilla

    • President
    I am excited to continue my career as a business owner.  I started in the asset management business with Merrill Lynch in 2000.  And realized right away the best part of what I do is building relationship and helping my clients find solutions to their many financial needs.  It is this reason I firmly believe my career has taken me down the path forming Padilla Asset Management.  I have always focused my business around my clients and establishing an investment plan that can adapt and evolve with them throughout the years.  Life has a way of changing at a moment’s notice, and it is my goal to help my client’s financial lives to be flexible with these changes.  I feel grateful for the many clients who instill their trust in me. I work every day striving to get better. 

    I am married to my best friend, Nicci.  We have 3 beautiful children; Luke, Barrett, and Crew. I am a third generation native of Arizona and live in Chandler.  Outside of the office, I enjoy spending time with my family through the many activities my kids are involved in. I volunteer coaching all my kids in their various sports teams. I find it very rewarding.

    Experience:

    Vice President – Wealth Management
    UBS Financial Services, Inc.
    November 2007 – October 2016 (9 years 11 months)

    Financial Advisor
    Merrill Lynch
    June 2000 – November 2007 (7years 6 months) Phoenix, AZ

    Insurance Agent
    Northwestern Mutual
    June 1997 -June 2000 (3 years 1 month) Phoenix, AZ

    CA Insurance License #0J15318 Resident state Arizona

    Education

    • Education Arizona State University, W. P. Carey School of Business
    • Bachelor of Science (B.S.), Business, 1995 – 2000