Certified Financial Planner™
Accredited Investment Fiduciary
Matt Horsley has been serving individuals and families to meet their retirement, estate, investment and tax planning needs since 1993. Matt currently serves as an Investment Advisor Representative with Pure Financial Advisors, Inc. where he works directly with clients to help them realize their specific financial objectives. Prior to joining Pure Financial Advisors, Matt served as a Senior Relationship Manager for seven years with a local wealth management firm specializing in financial and estate planning services for high-net-worth individuals. Matt has extensive experience in estate planning, advanced tax planning, portfolio analysis and investment management.
Matt’s experience and broad range of knowledge is recognized throughout San Diego County. He was a frequent commentator on San Diego 6 News, has served as president of the San Diego Society of Financial Service Professionals and has regularly contributed to Fox News in the Morning Weekend. In 2009, Matt was recognized as a Five Star Wealth Manager – Best in Client Satisfaction by San Diego Magazine.
Matt’s professional designations and registrations include Accredited Investment Fiduciary and Investment Advisor Representative.
In 1993, Matt received a Bachelors of Science degree in Finance from the University of Michigan School of Business Administration. He is currently a member of the Development for the San Diego Center for Children. In addition, he volunteers his time locally with The Children’s Hospital in the Hematology and Oncology Unit. Matt is also passionate about boating, traveling and playing golf.
Matthew's Latest Contributions
The Tax Cuts and Jobs Act of 2017 lowered the tax rates until 2026. Here’s how to take advantage of those temporary lower rates by diversifying your portfolio between taxable, tax-deferred and tax-free pools of money. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial […]
The Roth IRA and a Roth 401(k) both provide tax-free portfolio growth for life, but what are the differences between these two retirement savings accounts? In this video, Senior Financial Planner Matt Horsley, CFP® outlines how Roth plans differ from pre-tax accounts, how each fits into your retirement investing strategy, the 2020 contribution limits for […]
Is a fixed annuity or a variable annuity a good investment for generating a retirement income stream? In this video, Matt Horsley, CFP®, Senior Financial Planner with Pure Financial Advisors, explores the pros and cons of investing in annuities in retirement as a part of your retirement income plan. Transcript: So the other day a […]