ADVISOR BIO

Matthew James Kitzman is a financial professional with over 14 years of experience in the industry. Matthew is currently registered with One Capital Management, LLC and has a combined total of 3 active registrations. Matthew has worked at several firms over the years including TD Ameritrade, INC and Morgan Stanley DW INC. Matthew is a graduate of the Uniform Combined State Law Examination (Series 66), and the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Futures Managed Funds Examination (Series 31). Matthew and One Capital Management, LLC serve a variety of clients, including high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, other investment advisors, and individuals other than high-net-worth. Matthew's focus is on providing advisory consulting services, financial planning, pension consulting, publication of periodicals, and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Matthew Geary is a financial advisor at Morgan Stanley, with over 1 year of experience in the industry. Matthew is registered to provide investment advice in 55 states and jurisdictions including California, Texas and Alabama. Matthew has a Series 7TO, Series 66 and SIE. Matthew has previously worked with Lincoln Financial Advisors Corporation.

SPECIALIZATIONS

ADVISOR BIO

Matthew Aaron Kriege is a financial advisor at Morgan Stanley. Matthew has been a registered representative in the financial services industry since April 2022. Matthew is licensed in 53 states and Washington, D.C. Matthew has passed the Series 7TO, Series 66, and SIE exams. Matthew specializes in asset allocation, financial planning, and portfolio management. Matthew has experience working with individual investors, high-net-worth individuals, investment companies, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.

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ADVISOR BIO

Matthew Henn is a financial advisor with Beacon Pointe Advisors, LLC. Matthew has been in the industry for over 8 years and has experience working with a variety of clients, including individuals, families, businesses, and institutions. He is registered as an Investment Advisor Representative in California and holds the Series 6, Series 63, and Series 65 licenses. Matthew has a strong commitment to providing his clients with personalized financial advice and guidance. He is dedicated to helping his clients achieve their financial goals and objectives.

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ADVISOR BIO

Matthew Kaiser is an investment advisor representative associated with Morgan Stanley, where he has been employed since June 2021. Matthew has been in the industry for 2 years and has a Series 7, 66, and SIE license. He is registered in 28 states, including California, Texas, and New York. Matthew works in the Carlsbad office and has been registered with FINRA since October 1, 2021.

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ADVISOR BIO

Matthew Davis is a financial advisor at Morgan Stanley. Matthew has been in the financial services industry since October 2005. Prior to joining Morgan Stanley, Matthew was with Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 15 years. Matthew is registered with the Securities and Exchange Commission and holds Series 7, 9, 10, 66, and SIE licenses. Matthew is also a member of the Financial Industry Regulatory Authority (FINRA). Matthew specializes in providing financial planning and investment advice to individuals, families, and businesses. Matthew's expertise includes asset allocation, portfolio management, and retirement planning. He is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Matthew Gordon is a financial advisor registered with Summitry, LLC. Matthew has been in the industry since 2013 and is registered in California. Matthew has a designation as a Chartered Financial Analyst. Matthew's areas of specialization include financial planning, selection of other advisors, and portfolio management. Matthew has experience with individuals, investment companies, and businesses.

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ADVISOR BIO

Matthew Hanley is an active investment advisor representative at Morgan Stanley in Beverly Hills, CA. Matthew has over 3 years of experience in the financial services industry. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 30 states and the District of Columbia. Matthew has earned the Series 63, 66, 7TO and SIE licenses. Prior to joining Morgan Stanley, Matthew was a financial advisor at UBS Financial Services Inc. and JonesTrading. Matthew provides portfolio management services to individuals, businesses, and investment companies.

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ADVISOR BIO

Matthew Bunkowski is a financial advisor with Morgan Stanley. Matthew has been in the financial services industry for over 20 years and holds a variety of licenses and certifications, including Series 7, 31, 55, and 66. He has a history of experience in the financial services industry, starting with Jefferies & Company, Inc. and has held numerous licenses and registrations during his career. Matthew specializes in providing financial advice to individuals, businesses, investment companies, pension plans, and charitable organizations. He is also a board member of several non-profit organizations.

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ADVISOR BIO

Matthew Iantosca is a financial advisor at Gerber Kawasaki Wealth & Investment Management. Matthew has been in the financial services industry since 2008. Matthew holds the Series 6, 7, 63 and 66 licenses. Matthew is also a Certified Financial Planner. Matthew previously worked at LPL Financial LLC and SagePoint Financial, Inc. The firm has a total of $2,593,632,962 under management, and Matthew's clients are primarily individuals, businesses, investment companies, pension plans, and charitable organizations. Matthew's compensation arrangements include fixed fees, hourly charges, and a percentage of assets.

SPECIALIZATIONS