CERTIFIED FINANCIAL PLANNER® certification
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® mark 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 Senior Financial Advisor 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
Pure’s Senior Financial Advisor, Matt Balderson, CFP®, AIF®, shares realistic financial habits that inspire momentum, reduce financial blind spots, and build meaningful progress toward your goals in the new year and beyond. Transcript If your wallet had a fitness tracker, what would it say about your habits? As we step into 2026, many of us […]
What does it take to be financially successful? Pure’s Senior Financial Advisor, Matt Balderston, CFP®, AIF®, breaks down the essential—yet often overlooked—principles that can help you make smarter financial decisions for a better future for you and your loved ones. Transcript One of our primary responsibilities here at Pure is to help people make smart […]
Social Security is a benefit many people eagerly anticipate after retirement. However, safeguarding yourself against related scams is crucial. Pure’s Senior Financial Advisor, Matt Balderston, CFP®, AIF®, outlines common warning signs and the tactics scammers employ to help you protect your finances. FREE GUIDE | Social Security Handbook Transcript Today we’re going to discuss Social […]
