Matt joined Silversage Advisors after graduating from San Diego State University with a B.S. in Business – Financial Services, Cum Laude. While studying at SDSU, he earned his Certificate in Personal Financial Planning, which allows him to sit for the Certified Financial Planner® exam. He also holds the Series 7 and 66 securities licenses.
Matt has discovered a growing passion for client relations and financial planning that he continues to develop with growing experience. He greatly enjoys getting to know and understand each client’s needs while working with them in a one-on-one basis.
Matt also plays a key role in development and oversight of the firm’s software that drives our enhanced client experience, such as our new client portal. He is one of several paraplanners in the office who run client financial plans, analyze them with the team and deliver the plan to the client.
When not working Matt enjoys playing basketball, watching any sport imaginable, life by the beach and spending time with his family and friends.