Matthew is dedicated to helping tech professionals, small business owners, and non-traditional families build long term financial security. He helps clients navigate the maze of tax savings and smart investments; all tailored to their unique journey. He is here for your success today and in the future.
Matthew has had a diverse career spanning manufacturing, engineering, supply chain management, program management, and financial advising. The key connector between all of these fields is the idea of continuous improvement and process optimization. He holds a B.S. from San Jose State and an MBA from Drexel.
Outside of work, Matthew enjoys spending time with his partner, Tom. They like getting out for a hike and exploring the beauty of California. He also is an avid wine collector and enjoys sharing a bottle with good friends.
Matthew is securities licensed in CA and insurance licensed in CA.
CA Insurance License #4352542