My name is Matthew Shiney and I am committed to helping individuals, families and small business owners harness the power of compound interest to help them achieve their financial goals. Navigating your finances on your own can be daunting. Working with a professional like myself can help lighten the burden. I am passionate about providing my clients with a sense of clarity and insight into their current situation and a road map to help them achieve their dreams. In particular, I enjoy working with people who are going through major life transitions. My father recently passed away unexpectedly and being able to guide my mother through this emotionally fraught period was a stark reminder of why I come in to work every day.

I grew up in Southern California 45 minutes west of Los Angeles and graduated from Westmont College in beautiful Santa Barbara with a bachelor's degree in economics/business and political science. My previous work experience includes investment management, commercial lending and title and escrow sales. I moved to Humboldt County in January 2017. My lovely bride, Rachel, has deep roots here. Both sides of her family have been in the area for at least five generations. The tremendous sense of community, the plethora of outdoor activities and the absence of traffic are some of the reasons why I have fallen in love with Humboldt. We are expecting our first child in February 2022 and look forward to starting our family. I enjoy scuba diving, backpacking, reading and professional sports.

I want to understand what is important to you. Reach out to me today and I will help you create personalized strategies to achieve your goals using our established process and partner with you throughout your life to keep you on track.

Focus areas

  • Intergenerational Planning
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Retirement Income Strategies
  • Divorce Finances
  • Estate & Legacy Strategies

My Personal Interests

  • Scuba Diving
  • Reading
  • Backpacking
  • Sports Enthusiast
  • Track & Field

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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