Matt is a graduate of the University of California, San Diego with a BS in Mechanical Engineering. After 10 years as an engineer, Matt decided to pursue a long-held passion and shifted his career to finance. He attained his CERTIFIED FINANCIAL PLANNER™ designation and the Accredited Investment Fiduciary designation. Prior to becoming a fee-only advisor [...]

Matt Balderston, CFP® discusses financial flexibility and shares strategies to give you the ability to become more flexible with your finances. Learn steps to help you better prepare for unexpected events that can get in the way of meeting your financial goals. Become better prepared for what the economy throws at you and learn forward-thinking strategies to help maximize your wealth.