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portrait of Matthew Walls
FINANCIAL ADVISOR

Matthew Walls

CFP®, CEPA®
3550 Round Barn Blvd Suite 205, Santa Rosa, CA 95403opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

About Matthew

My road to Edward Jones began early in life. Originally born in upstate New York, my family moved to Australia where we lived for three years before eventually landing in Sonoma County. My travels as a kid taught me the value of a dollar in multiple currencies and it didn't take long for me to develop an appreciation for finance. However, it was my time at UC Davis where I studied economics which ultimately led to my fascination of the markets and different strategies for wealth creation and protection. My passion for education is a central part of my work...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

Work History

  • Edward JonesJanuary 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Univ of California-DavisBachelor of Arts

Personal Interests

  • Tennis
  • Scuba Diving
  • Golfing
  • Real Estate
  • Soccer

Team Members

  • Lea Davis
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(707) 293-9491

Fax

(888) 505-1230

Office Address

3550 Round Barn Blvd Suite 205
Santa Rosa, CA 95403opens in a new window

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