CFP®, CIMA®, MBA Partner – Wealth Advisor
Matt has been in the asset management business for 20 years. He specializes in comprehensive financial planning strategies and offers clients customized investment ideas based on personalized goals and objectives. He truly enjoys helping clients prioritize, organize, and simplify anything financial in their lives.
Matt grew up in Massachusetts, where he earned his bachelors and MBA degrees. He also has his CFP (Certified Financial Planner) designation and Certified Investment Management Analyst designation. He lives in Granite Bay with his wife, Lauren (a freelancer and journalist for local and national publications) their two boys Chase (9) and Zachary (5), and two dogs. His passions outside his family include golf, mountain biking, hiking, fishing, and serving on the board of the Boys and Girls Club of Placer County.
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