Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Steven Calcagno

ONE Degree Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Steven Calcagno

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.

Firm Information

Matthew Calcagno is currently registered with ONE Degree Advisors, Inc.. ONE Degree Advisors, Inc. is a registered investment advisor headquartered in San Diego, CA. With a team of experienced professionals, they offer a range of financial services, including financial planning, portfolio management for individuals, and educational seminars. The firm serves high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans, managing over $306.5 million in regulatory assets.
ONE Degree Advisors, Inc.

8880 RIO SAN DIEGO DRIVE

SAN DIEGO, CA 92108

$306.54M

Assets Under Management

1

Total Clients

7

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fixed and hourly fees for financial planing

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Calcagno’s Registration & Firm History

CA

01/01/2025 - Present

ONE Degree Advisors, Inc. (SAN DIEGO CA)

Not sure if Matthew Steven Calcagno is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Steven Calcagno.
Not sure if Matthew Steven Calcagno is right for you?