25+ years industry experience
CERTIFIED FINANCIAL PLANNER™ practitioner
Portfolio management and retirement planning
Matt's interest in markets began when he started investing for himself while in college. After graduating Phi Beta Kappa with honors from UC Santa Barbara he joined Merrill Lynch. As a young trainee at Merrill, Matt was profiled in the Wall Street Journal for an article about the advantages and value of apprenticeship with a team to prepare to serve a high net worth clientele.
Today, with over 25 years in practice, Matt continues to believe that clients' financial needs are best met by working with a dedicated and experienced team. He works closely with partner John Folsom on investment research and selection. After completing the extensive curriculum required, he earned the CFP® certificate. CFP® practitioners are dedicated to the highest level of professionalism and ethical standards, and, through the intensive requirements, gain a greater understanding of risk management techniques, as well as insurance, tax, estate, investments, and retirement planning. These topics of study allow CFP® practitioners to enhance their client relationships and add value toward helping clients achieve their financial objectives.
He also holds a Masters of Business Administration from San Diego State University. From a trip to Europe as a boy with his beloved grandfather to a college year abroad in Budapest, Hungary—and many places in between—Matt has enjoyed experiencing the world through travel, food and culture. He lives in San Diego with his spouse of nearly 20 years, Joseph.