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Tony Matheson (CFP®)

Tony Matheson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I earned my B.A. in Theological Studies from Bethany University in Santa Cruz, CA. I've spent over 20 years as a financial advisor in Sacramento, where I helped advisors identify, design, and implement a more personalized approach to client investment strategies.

I founded Slalom Wealth Management in 2018 because I wanted to design an independent, fee-only firm that would deliver comprehensive financial planning while helping solve the common issues many retirees face. I also wanted to incorporate my expertise around topics such as economic forecasting, optimizing social security payments, and Medicare elections in a way that could benefit others.

Prior to founding Slalom Wealth, I served as head of Retirement & Investments distribution with some of the largest asset management firms in the country, including Principal Financial Group. I am a CERTIFIED FINANCIAL PLANNER™ enrolled in the CFA® program. I have proudly recently passed the CFA Level II exam and am registered for the upcoming CFA Level III exam.

I have continued to live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me riding my Peloton bike or boating on the Sacramento River.

Additional Information

Gain peace of mind by exploring your options and implementing the plan that works best for you. Our collaborative process will help you establish an academically-driven plan. We'll review multiple scenarios so that you can see how your decisions will impact your taxes, retirement plan, investments, and more.

NAPFA Start Date

March 22, 2018

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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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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

836 57th St Ste 457 Sacramento, CA 95819-3327 Phone: (916) 999-4854
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