Matthew Horsley

Matthew Horsley

Designations & Licenses

Certified Financial Planner™
To use the CFP credential, the financial planner must successfully complete the CFP® Board's comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board's code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.
Accredited Investment Fiduciary
The AIF® designation is the first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility. Holders must successfully pass an exam, sign and adhere to a written code of ethics and complete four hours of continuing education credits each year. AIF® designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures.

Matthew Horsley

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.

Meet Matthew

Matthew's Latest Contributions

should i roll 401k into ira

To Roll or Not to Roll 401k

Do you have a 401(k) plan from an old employer and are not sure what to do with it? Matthew Horsely, CFP ® describes the advantages and disadvantages of keeping your money in the 401(k) versus rolling it into an IRA. Transcription: “So today we are going to talk about some of the considerations with regard to 401(k) plans versus IRA plans.… Read more

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Matt Horsley, CFP

Do I Need an Estate Plan?

Matt Horsley, CFP® explains whether you need an estate plan and discusses what types of estate plans are best for your individual situation. No matter how large or modest, your estate is something that you should always have protected. Learn whether you need a will, living trust or an estate plan and find out the importance of establishing a Power of Attorney. 0:20 “What type… Read more

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matt horsley cfp

What Are the Benefits of Working with a CERTIFIED FINANCIAL PLANNER™?

Matt Horsley shares the benefits of working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional by explaining the process for achieving a CFP® credential and also sharing what areas of financial planning a CFP® professional focuses on. At Pure Financial, we only recommend that you work with a CFP® to show that the advisor is properly adequate to handle your finances and because all… Read more

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Matt Horsley, CFP

What is a Stock?

In this Question of the Week, Matt Horsley explains what a stock is and how it is issued and traded. Transcription: I’m Matt Horsley, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and this is your Question of the Week. The question is: what is a stock and how does a stock work? Let’s first go back to how companies raise capital. They… Read more

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