Contact Information
Certified Financial Planner™
Accredited Investment Fiduciary
BIOGRAPHY
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 also held the FINRA series 7 and 63 financial licenses. Since 2002, Matt has written financial plans for a successful financial planning firm. That experience and his 10 years as an engineer designing processes brings a level of critical thinking and detail that made him an ideal candidate to be a founding staff member and Financial Planner with Pure Financial Advisors. His success as a financial planner can be directly attributed to his detailed approach and commitment to quality advice and superior service for each client. Matt is married and is the father of two sons. For six months out of every year, he tortures himself by being a huge Padres fan.
Matt's Latest Contribution
There are plenty of rules around taking required minimum distributions from your retirement accounts beginning at age 70 1/2, but how do you actually take the money each year? In this video, Senior Financial Planner Matt Balderston, CFP® explains your options. Transcript: So a question I often face with my clients is how to take […]
A qualified charitable distribution, or QCD, is a distribution you can make from your IRA directly to a charity if you are eligible for required minimum distributions. In this video, Matt Balderston, CFP® from Pure Financial Advisors outlines the rules and limits for this type of charitable giving. Transcription: Today we’re going to be talking […]
Before you make any investment decision, consider this concept: expected value. Matt Balderston, CFP® explains how to make better investment decisions using expected value to achieve better results in the long run. Transcription: “The topic I want to talk about today is expected value and how it applies to investing. Now, the definition of expected […]
