900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5216 | Fax: 512-600-5300
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 Advanced 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.
Areas of Focus
- Wealth management
- Financial planning
- Tax planning*
- Cash flow analysis
- Estate planning*
- Purchasing/selling of a business
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.
*Some of the services listed above may be provided outside of HUB International and its affiliates.