Matthew Walls, Financial Advisor located in Santa Rosa, CA

Financial Advisor
Matthew Walls

CFP®, CEPA®, AWMA®
3550 Round Barn Blvd Suite 205, Santa Rosa, CA 95403opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AWMA®

    Accredited Wealth Management Advisor™

Personal Interests

  • Tennis
  • Scuba Diving
  • Golfing
  • Real Estate
  • Soccer

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(707) 293-9491

Fax

(888) 505-1230

Office Address

3550 Round Barn Blvd Suite 205
Santa Rosa, CA 95403opens in a new window

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