Matthew Calcagno
Financial Advisor
CFP®, CKA®
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:
- Investment strategy
- Withdrawal strategy
- 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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