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
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 […]
Why is your financial advisor, custodian or brokerage firm asking you for a “trusted contact person?” In this video, Matt Horsley, CFP® of Pure Financial Advisors explains what a trusted contact person is and how Pure Financial is helping to safeguard our clients’ finances. Transcript: Recently your financial advisor may have asked you to complete […]
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 […]