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Matt has been a Financial Advisor for over 20 years. He has worked with company sponsored retirement plans, family and personal wealth management, and personal retirement planning throughout his career.
His work with business owners and corporations has helped to provide their firms with solutions to company retirement plans like 401k, profit sharing and pensions.
His experience includes past positions with LPL Financial, Morgan Stanley and Smith Barney/Citigroup.
Matt’s qualifications as a Financial Advisor are extensive. He has a B.S. degree in business administration and finance. He has earned the professional credentials of Chartered Financial Analyst, Certified Investment Management Analyst, and Accredited Investment Fiduciary. He is a Registered Principal and Registered Representative. He is a member of the CFA Institute, the Investment Management Consultants’ Association, and the Center for Fiduciary Studies.
CA Insurance Lic. #0A67501
Matt's interests are hiking, woodworking, and music. He plays on the worship team at Calvary Chapel Bible Fellowship in Temecula. He and his wife Trish, have 2 dogs and 3 cats.