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Matt Balderston (AIF®, CFP®)

Matt Balderston focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Matt is a graduate of the University of California, San Diego with a BS in Mechanical Engineering. After 10 years as an engineer, Matt decided to pursue a long-held passion and shifted his career to finance. He attained his CERTIFIED FINANCIAL PLANNER™ designation and the Accredited Investment Fiduciary designation. Prior to becoming a fee-only advisor Matt also held the FINRA series 7 and 63 financial licenses. Since 2002, Matt has written financial plans for a successful financial planning firm. That experience and his 10 years as an engineer designing processes brings a level of critical thinking and detail that made him an ideal candidate to be a founding staff member and financial planner with Pure Financial Advisors. His success as a Financial Planner can be directly attributed to his detailed approach and commitment to quality advice and superior service for each client. Matt is married and the father of two sons. For six months out of every year, he tortures himself by being a huge Padres fan.

NAPFA Start Date

January 13, 2012

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3131 Camino Del Rio N Ste 1550 San Diego, CA 92108-5743 Phone: (619) 814-4100
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