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® takes you through the process of making sure you can sustain your ideal retirement lifestyle. Entering retirement is a transition into a very new phase of your life, and during this time it’s important to alter your financial strategies to be able to meet the retirement lifestyle you envision.