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Words to Live By
Do or do not. There is no try.
Yoda
Client Experience Professionals
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About
Matt is a dedicated financial planner with over a decade of experience in the wealth management industry.
Committed to providing thoughtful, data-driven advice tailored to each client’s unique goals, Matt integrates technology-driven strategies with personalized financial planning. He leverages a holistic approach for each client and guides them through estate planning, tax optimization, company equity, employer plan analysis, and education planning.
Matt is a proud father of two and currently based in Rancho Santa Margarita with his family.