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Matthew Calcagno is a Certified Financial Planner™ and has been in the financial services industry since June 2019. Matthew is currently registered with One Degree Advisors, Inc., a firm headquartered in San Diego, CA, and has been with them since April 2020. Matthew also has experience with LPL Financial, Torreycove Capital Partners LLC, and other organizations. Matthew specializes in Financial Planning, Portfolio Management for Individuals and Investment Companies, and Educational Seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fixed and hourly fees for financial planing
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CA
01/01/2025 - Present
ONE Degree Advisors, Inc. (SAN DIEGO CA)
Active
Inactive
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