Focus: Insurance Strategies, Investment Strategies, Financial Education, Business Owners, Retirement Income Planning, Risk Management Strategies, Estate Planning
Physical health. Mental health. Emotional health. Spiritual health. Your relationship with your finances affects your wellness in these core areas of life. The converse is true as well: just as any and all of these areas can impact your relationship with your finances, so will your relationship with your finances impact them.
Born in Seattle, WA, Matthew attended Whitworth University and The University of Washington. Post matriculation, he moved to Southern California, where he has lived in both Fullerton and San Diego for the past 17 years.
Matthew began his career in the Financial Services Industry 17+ years ago with Morgan Stanley Dean Witter; after several years, he transferred to H&R Block Financial Advisors, achieving Elite Advisor status in 2006. He has achieved much success and industry recognition since joining MassMutual Greater Pacific team as a Financial Planner in 2006: in addition to having been named a Leaders Conference Qualifier 8 times, Matthew is also currently a Million Dollar Round Table Qualifier, was welcomed into the 2013 Inner Circle for top 100 Broker Dealer Advisors, and has been recognized as a Five Star Wealth Manager* every year since 2012, as seen in San Diego Magazine.
Family is a priority for both Matthew and his wife, Andrea; she even sold her optometry practice to be a full-time mother to their daughter Remy and son Clayton. His hobbies include volunteering with the San Diego Holiday Bowl Association, spending time with family and friends, watching and playing sports, hiking, sharing a nice bottle of wine, and supporting his beloved Seahawks.
Check the background of this investment professional on FINRA’s BrokerCheck
4660 La Jolla Village Dr Suite 300
San Diego, CA 92122