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Matt Yancey, Financial Advisor

FINANCIAL ADVISOR
Matt Yancey

CFP®
1122 Corporate Way Suite 100, Sacramento, CA 95831opens in a new window
CallSend Me a Message

Focus Areas

  • New Investors
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving
  • College Savings
  • Retirement Savings Strategies

About Matt

At its core, your money is simply a conduit for what you value. As a CERTIFIED FINANCIAL PLANNER™ professional, it is my mission to:

1) help you articulate your values
2) help you design a financial strategy consistent with those long-term values;
3) and provide ongoing guidance to help you maintain or adapt that strategy over time.

Each of us is unique. So, the specifics of how we'll work together will be tailored to your specific needs, goals, objectives and desires.

First, compassion. We're led to believe that we are supposed to be rational when it comes to our money. As humans, we're...

Work History

  • Edward JonesMarch 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • California State Univ,ChicoBachelor of Arts

Team Members

  • Annie Fairburn
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(916) 443-3100

Fax

(888) 791-8167

Office Address

1122 Corporate Way Suite 100
Sacramento, CA 95831opens in a new window

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