As an Associate Wealth Manager, Matt is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. His primary goal is to serve as an advocate for our clients and formulate worry-free solutions.
Matt earned his bachelor’s of science in finance from California State University and his bachelor’s of arts in economics from Fresno State. Matt’s career prior to Coldstream was spent in the wealth management industry at RIAs in Denver and Seattle. He’s worked with a broad spectrum of clients ranging from young couples to families with multigenerational wealth. Matt is a Certified Financial Planner (CFP®).
