Work History
Edward Jones
Edward JonesOctober 2003 to Current
About Matthew
As an Edward Jones financial advisor, I work with you, your tax advisor, attorney and other local professionals to clearly understand your goals and then tailor appropriate financial strategies to help you achieve them.
In 2000, I began my career as a financial advisor and joined Edward Jones in 2003. I'm proud to have been able to help Edward Jones clients for over 20 years now.
I earned a certificate in professional financial planning in 2005 from the University of California, Santa Barbara. I have held the CFP® certification since 2006.
My wife, Sandy, and I enjoy spending time with our three adult...
In 2000, I began my career as a financial advisor and joined Edward Jones in 2003. I'm proud to have been able to help Edward Jones clients for over 20 years now.
I earned a certificate in professional financial planning in 2005 from the University of California, Santa Barbara. I have held the CFP® certification since 2006.
My wife, Sandy, and I enjoy spending time with our three adult...
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
- Employee Stock Options
- Estate & Legacy Strategies
Work History
Edward Jones
Edward JonesOctober 2003 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
University of CA-Santa Barbara
University of CA-Santa BarbaraCertificate
Education
University of CA-Santa Barbara
University of CA-Santa BarbaraCertificate
Personal Interests
- Spending Time with Family
- Music
- Sports Enthusiast
- Traveling
- News & Media
Team Members
Austin BrownSr. Branch Office Administrator
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Location
VenturaFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
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