About
Matthew
Matt works closely with several wealth advisors to support their clients. He performs a myriad of administrative duties and financial functions, including liaising with the firm’s operations team and custodial partners, responding to client inquiries, coordinating client meetings, and contacting clients with information regarding their accounts and investments.
Matt enjoys running, cooking, reading, listening to music, studying history, and traveling. He regularly engages in direct food and resource distribution within the San Diego community.
Education and Professional Milestones
-California State University, San Marcos - bachelor of arts in indigenous anthropology
-Joined Focus Partners Wealth in 2022
Matt works closely with several wealth advisors to support their clients. He performs a myriad of administrative duties and financial functions, including liaising with the firm’s operations team and custodial partners, responding to client inquiries, coordinating client meetings, and contacting clients with information regarding their accounts and investments.
Matt enjoys running, cooking, reading, listening to music, studying history, and traveling. He regularly engages in direct food and resource distribution within the San Diego community.
Education and Professional Milestones
-California State University, San Marcos - bachelor of arts in indigenous anthropology
-Joined Focus Partners Wealth in 2022