MATT'S STORY
When I was 7 years old, I remember going to the bank for the first time to deposit my birthday money. When I went to deposit the funds, the teller told me about Certificates of Deposit (or CDs). Apparently, if I gave my birthday money to the bank and let them put it in a CD, 12-months later they would give me my money back and MORE! That seemingly small lesson into the financial world sparked my passion for investing and making smart financial decisions.
That spark ignited my career as a financial advisor where I now use my passion to help others in an area which is extremely sensitive and personal. I enjoy the research and analysis, but the most rewarding part of my job is seeing my clients’ goals come to fruition. That is what gets me up every day and motivates me to continue learning and growing myself.
I’ve studied over a 1,000 hours (yes, I tracked it in excel) to obtain two designations. I hold the CERTIFIED FINANCIAL PLANNER TM (CFP ®) designation and the Chartered Financial Analyst (CFA) designation. I pursued these two designations to continue learning and growing so that I may better serve my clients. I’m committed to being a lifelong learner and am always looking for ways to advance my knowledge and understanding in the financial planning or investment world.
Part of my mission in life is to also give back to my community. I’m an active member in the San Diego Rotary (a service organization) where I participate in several committees. I’m currently going through the LEAD San Diego program which is a leadership development program where I learn more about the key regional issues, strengthen personal leadership skills and establish community connections. I consider myself blessed in this life and it’s only right to pass those blessings along.
I launched Focused Mission Financial in 2022. I’m focused on my clients’ goals and I’m on a mission to see them reached.