Matt serves as a lead advisor and works with clients to articulate their financial needs and goals and deliver financial planning tailored to their unique situation. He enjoys fostering relationships where questions flow freely and clients feel confident in their financial decision-making. Matt is also passionate about impact investing and helping clients align their investments with their personal values.
Matt joined North Berkeley Wealth from Northern Trust, a global financial services company. As an account manager, he worked closely with clients to provide goals-based financial planning solutions, with an emphasis on estate planning and investment management. Matt achieved his CFP® (CERTIFIED FINANACIAL PLANNER™) certification enhancing his skills and bringing a more holistic planning approach to clients.
Matt was born in England where he attended the University of Surrey, based in London. While there, his areas of study included Business and Psychology. After university, he caught the travel bug and left the hustle and bustle of London to explore Australia, New Zealand, and Thailand for a year. He eventually landed in California and lives in the East Bay with his wife Susan and two young children Lucas and Stella. When not being a dad, Matt loves to run, is a keen football (soccer) fan, and keeps up with music through the local scene.
Education, Certifications, & Affiliations
- CFP® (CERTIFIED FINANCIAL PLANNER™) certification
- B.S. in Business Studies and Psychology, University of Surrey
- Treasurer, YES Nature to Neighborhoods
- Member, Financial Planning Association (FPA)
The Certified Financial Planner Board of Standards owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.