COMMITTED TO GROWTH
Born in upstate New York, I moved with my family to Melbourne, Australia where we lived for three years before returning to the United States and landing here in Sonoma County. From early on, my travels exposed me to different currencies and taught me the value of a dollar in multiple countries. It would be an understatement to say that I developed an appreciation for finance at a young age. In middle school, running my own vending machine business afforded me a keen awareness of cash flow and that everyone truly does love M&Ms. In high school, I learned the value of saving and investing when I bought my first stock. However, it was my time at UC Davis, where I graduated with a bachelor's degree in economics and with a minor in psychology, that ultimately led to my fascination in the markets, the creation of wealth strategies and the protection of that wealth. Today, I help others understand the markets, discern risk assessment and the creation of long-term wealth.
In addition to serving as a financial advisor, I love to spend time traveling, golfing and scuba diving. My girlfriend, Katrina, and I live together in Santa Rosa with our Dalmatian, Harvey. We enjoy all activities that get us outside.
COMMITTED TO YOU
Utilizing Edward Jones established processes, I will construct a tailor-made financial strategy for you that aims to help achieve your financial goals. This personalized strategy will include more than investments; it will encompass your protection, budget, savings and tax strategies. We’ll continue to meet and check in to reassess your situation and revise your strategy according to your needs, specifications, goals and preferences. I support your vision, all while providing personalized solutions, resources and guidance.
If you don't have a financial strategy or would like to review your current one, I offer complimentary consultations and would welcome the opportunity to hear from you.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
- Real Estate
- Scuba Diving
Office Address1101 College Avenue Suite 220
Santa Rosa, CA 95404
Phone NumberMatthew Walls at (707) 542-4222
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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