Matthew Calcagno

Financial Advisor


If you can’t explain it to a six-year-old, you don’t understand it yourself.

I specialize in working with clients to help them be in a position to retire early (a.k.a, make work optional and create financial freedom).

I work with diligent savers who want help optimizing their:

  1. Investment strategy
  2. Withdrawal strategy
  3. Tax reduction tactics

I am a CERTIFIED FINANCIAL PLANNER™, writer, and advocate for long-term investing.

When outside of the office: When I’m not perfecting financial plans, you can find me training in Brazilian Jiu-Jitsu or in Torrey Pines on my road bike!

My bucket list: Travel to every country.

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