Matthew Lightner, Financial Advisor located in Sonoma, CA

Financial Advisor
Matthew G Lightner

CFP®, AAMS®
255 West Napa Street, Suite B, Sonoma, CA 95476opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Outdoor Enthusiast
  • Coaching Sports
  • Baseball
  • Basketball
  • Soccer

Team Members

  • Sharon Bonnington
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(707) 938-8585

Fax

(877) 295-8328

Office Address

255 West Napa Street
Suite B
Sonoma, CA 95476opens in a new window

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