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 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.
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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.
More About Matthew
My favorite part about being an advisor is developing relationships with members of my local community. Bringing a sense of calm and confidence to non-profits in need of financial guidance is truly satisfying.
I serve our local community by being the Treasurer of YES Nature to Neighborhoods. YES provides outdoor opportunities and education to youth and their families in Richmond, CA. They focus on developing leaders who champion the wellbeing of our community and provide opportunities to enrich youth and adults through engagement with nature.
The most important thing to know about me is that I like to have fun. Investment management and planning work can be daunting. My goal is to create a relaxed atmosphere that encourages engaging conversations.
Articles by Matt
Pickleball, Innovation, and Markets
Innovation can create whole new markets that can be impossible to predict and can feel disruptive to our well-known patterns and expectations. However, another hallmark trait of innovation is that it often comes with unintended downsides that must be balanced against the benefits.
Roth IRAs: Investing In Your Future
Having retirement money in both a Roth and a 401k gives you the choice to take either taxable or non-taxable income. This choice allows you to be deliberate about your source of income and taxes.
Giving Your Time: Serving on a Nonprofit Board
If you are considering joining a committee or the board at a nonprofit organization, it is wise to learn as much as you can about their expectation for your commitment of both time and financial contribution.