Matthew is a San Diego native and graduated from The University of San Diego Business School in 2008. Following in his family's footsteps, Matthew entered the financial services industry, working for the Union Bank of Switzerland (UBS) and Morgan Stanley for over five years. After becoming disillusioned with the lack of client attention and service found at larger firms, Matthew set out to continue his Financial Services career with a team that focuses solely on their clients' long-term retirement needs. This made him a perfect fit for Newport Wealth Advisors. Since 2017, his dedication and hard work led him to be promised to serce as the head of the firms Financial Planning and Trading Departments.
Matthew enjoys taking advantage of the San Diego outdoors, including golf, hiking, skiing, and is a life-long hockey player. If you ever have any needs, he will continue to provide you with the professional and timely service that you’ve come to expect of our firm.