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 Latests Contribution
Changes Begin in Tax Year 2018 President Trump’s tax reform, the Tax Cuts and Jobs Act of 2017, is some of the most sweeping tax legislation that we’ve seen since the Tax Reform Act of 1986 under Ronald Reagan. This new tax reform is effective for tax year 2018 and beyond, and as of this […]
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 […]
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 […]