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

As an Advisor Support Specialist at One Degree Advisors, Matthew is highly involved in preparing for client reviews, analyzing financial plans, and portfolio research.

Matthew joined One Degree Advisors in 2020 after previously gaining experience as a Private Equity Data Analyst at an alternative investment firm in San Diego. Matthew graduated from Point Loma Nazarene University with a Bachelor of Science degree in Finance and was a member of the Universities Rugby team. Currently, he is working towards obtaining the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the investment committee.

When outside of the office I like to serve others. I was fortunate enough to embark on a month-long volunteer trip where I helped refugees for the Red Cross in Zagreb, Croatia. From teaching English and Math and building lasting relationships, I acquired a lifetime worth of lessons that I carry with me every day. On my bucket list: Climb Mt. Fuji!