Matthew Gale (CFP®, MBA)
Matthew Gale focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
Additional Information
Matt supports his clients in achieving financial success by providing tailored advisory services and building relationships to help them reach their long-term goals. He is also part of Derek Holman's team, one of the co-founders of EP Wealth, and works alongside him in an advisory capacity.
Prior to joining EP Wealth Advisors, Matt Gale started his career as a Financial Advisor at Morgan Stanley, later becoming a Financial Consultant at Charles Schwab. It was through those experiences that Matt realized that he wanted to move into the RIA world and work as a fiduciary.
Matt earned his B.A. in Economics from UC San Diego, his MBA from UC Irvine and is a CFP® professional. Outside of the office, Matt enjoys traveling, socializing, playing soccer and going on hikes with his Husky/German Shepherd mix, Casper.
NAPFA Start Date
November 19, 2024
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