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 Contributions
With the consumer price index at forty-year highs, Matt Balderston, Pure financial advisor, CFP®, AIF® will explore what types of investments might make sense in an inflationary environment. It is important to note that there are no foolproof methods to avoid short-term surprises. The bottom line is that if inflation readings come in higher than […]
Saving for retirement is hard enough, but even once we’re on the right track, there are obstacles that can derail us – and unfortunately, we’re one of the biggest ones. Matt Balderston, CFP®, AIF® covers a couple of the most common behaviors we all should try to avoid. FREE GUIDE | Tips to Fast Track […]
Would you be better off taking your Social Security benefits early? Matt Balderston, CFP®, AIF®, Founding Member and Senior Financial Planner at Pure Financial Advisors, explains why it might make sense to collect Social Security prior to full retirement age. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are […]
