ADVISOR BIO

Matthew Mitsugi Kerkhoff is a registered Investment Advisor Representative with Sigma Point Capital. Matthew's primary business is providing investment advisory services to individuals, corporations, and businesses. Matthew's advisory services include portfolio management, financial planning, pension consulting, and publication of periodicals. Matthew has been in the industry since 2013, and holds the Series 65 license, with a specialization in Investment advisory services.

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ADVISOR BIO

Matthew Wiegele is a financial professional with over 9 years of experience in the industry. Matthew is currently registered with Navy Federal Investment Services, LLC and has been with them since May 2013. Matthew is licensed in Alabama, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Illinois, North Carolina, Oregon, and Texas. Matthew holds the Series 6, 7, and 66 licenses and the SIE exam. Matthew also has a Chartered Financial Consultant designation.

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ADVISOR BIO

Matthew Steiger is an investment advisor representative with City National Securities, Inc. Matthew has been in the industry since 2003 and holds licenses for both securities and investment advising. Matthew has a strong background in financial planning and portfolio management. Matthew has worked with individuals, families, and businesses in providing financial guidance and investment advice. Prior to joining City National Securities, Inc. Matthew worked at Essex National Securities, Inc. Matthew's experience and expertise make him a valuable resource for clients seeking investment advice.

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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.

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ADVISOR BIO

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.

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ADVISOR BIO

Matthew Cole Fulton is a financial advisor with Atlas Legacy Advisors LLC, based in Los Angeles, CA. Matthew specializes in providing financial planning services, portfolio management for individuals and businesses, as well as pension consulting and selection of other advisors. Previously, Matthew was employed at WELLS FARGO CLEARING SERVICES, LLC and UBS.

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ADVISOR BIO

Matthew Hlavacek is a Certified Financial Planner and a Chartered Financial Analyst. Matthew is registered with Epiq Capital Group, LLC and has been in the industry since October 2013. Matthew's specialties include portfolio management for individuals, businesses, and pooled investment vehicles. Matthew has experience with clients including high-net-worth individuals, pooled investment vehicles, and other investment advisors. The firm's main office is in San Francisco, California.

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ADVISOR BIO

Matthew Phillip Munet is an investment advisor representative with Eagle Strategies LLC. Matthew has been working in the financial industry since 2018 and holds both Series 63 and 65 licenses. He is registered in 27 states, including California and Texas, and has worked with New York Life, Northwestern Mutual, and Brecher Insurance and Financial Services. Matthew offers a range of financial planning services, including portfolio management, pension consulting, educational seminars, and selection of other advisors. He is committed to providing clients with the knowledge and resources they need to achieve their financial goals.

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ADVISOR BIO

Matthew Henry Sealy is an Investment Advisor Representative at Lido. Matthew is registered to provide investment advisory services in California. Matthew is also a Series 65 licensed professional. Matthew has been in the industry since 2022. Lido is an investment advisor that offers a wide range of financial planning and portfolio management services. The firm manages assets for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Matthew Hunstock is a financial advisor with Diversify Advisory Services, LLC. Matthew has been in the financial services industry since 2005 and is registered in several states. He holds a Series 7 and Series 66 license. Matthew is also a Certified Financial Planner. Matthew provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS