It is with great pleasure that we welcome Matt Anderson as a Senior Wealth Advisor. TCG is confident that as the newest member of our firm, he will strengthen our capabilities, deepen our collective knowledge, and enhance TCG’s commitment to our clients.
Matt is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and Accredited Investment Fiduciary. Matt provides investment management, financial planning, and tax planning services to help his clients keep and grow their wealth.
Matt graduated from San Diego State University, where he earned a Bachelor of Science in Public Administration and the SDSU Executive Financial Planner Advance Certificate. Matt also received a scholarship to attend Oxford University as a study abroad program. Since 2010 Matt has held a position at The University of California San Diego as an adjunct professor teaching a course on Financial Planning as well as Investment Theory and Financial Markets.
Matt is a proud husband and father of two boys, Connor and Finn. In Matt’s spare time he enjoys world traveling, cooking, golfing and sampling the local fare. As a foodie aficionado, Matt is excited to be relocating to Austin, one of the best food towns in all the world!
We truly believe Matt embodies the TCG culture and is an excellent addition to our team.