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portrait of Matthew Stratton
FINANCIAL ADVISOR

Matthew Stratton

3990 Old Town Ave Suite A211, San Diego, CA 92110opens in a new window
Accepting New Clients
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About Matthew

For you, reading my bio right now,

What brings you joy, gratitude and fulfillment in life?

Do you believe you are on track to continue doing those things for the rest of your life?

I ask because I want to know. It's important to you and I can help you with that – I partner with people to help tell their story the way they want it told.

Through a holistic process of understanding what matters most to you, we develop personalized financial strategies to help accomplish goals and with specific action plans in place, celebrate milestones along the way.

As we...

Focus Areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Wealth Strategies
  • Insurance & Annuities
  • Business Retirement Plans

Work History

  • Edward JonesSeptember 2019 to Current

Education

  • George Fox UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Mountain Biking
  • Hiking
  • Camping
  • Backpacking

Team Members

  • Sophie Yalden
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(619) 717-2777

Fax

(833) 757-5631

Office Address

3990 Old Town Ave Suite A211
San Diego, CA 92110opens in a new window

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