Matt has over a decade of experience in financial services. He began his career in 2007 in Taiwan as a consultant for Taiwanese investment firms. Matt then spent three years in the back-office of a California-based registered investment advisor where he focused on helping expand and improve the institutional investment capabilities of the firm. Next he worked at BlackRock where he helped investment professionals construct and maintain institutional investment portfolios. Having been involved with C.U. Financial Partners since its beginning, Matt officially joined in 2017 with the mission of bringing institutional quality investing and advice to individual investors.
Matt firmly believes that the combination of comprehensive financial planning and our unbiased, low-cost approach to investing the firm has developed over time is both unique and necessary in today’s world of boiler-plate advice (robo advisors), proprietary products and high-cost investing. The CU Financial Partners approach, he believes, gives clients their best chance for long-term success.
Born in Maryland, Matt was raised in California and graduated magna cum laude from the California State University, Long Beach. He holds two bachelor’s degrees and is an Accredited Investment Fiduciary® and Chartered Federal Benefits Consultant℠. He lives in Sunnyvale, California with his wife Anna and daughter Tatiana. Matt is very involved in the local community and an active fund raiser for local charities.