Matthew is a Certified Financial Fiduciary® who works with business owners, families, and individuals who seek a holistic approach to wealth management. Focusing on service first, his clients need an experienced financial advisor who educates and coordinates the difficult financial decisions come with owning a business and having substantial assets. With this knowledge, he quarterbacks appropriate investment explicitly suited to the client wants and needs.

To better serve his corporate customers and business owners, he obtained a CPFA-Certified Plan Fiduciary Adviser designation. This advanced designation helps him, and his clients understand the fiduciary relationship and responsibilities of the business owner to their employees. Matthew has a passion for thoroughly educating the employers and employees with the knowledge needed to make prudent investment decisions for their future.

Matthew believes in providing solutions driven advice to his individual and family-based clients by using The Bucket Plan® approach to their household. This positions their assets to grow and protect the family now and into the future.

Matthew resides in the beautiful Napa, California with his wife Leslie, and two children, Lucy and Caroline. As a former chef, he spends a lot of time cooking for friends and family while enjoying the fruits of Napa Valley.

 

 

Matthew Mullowney offers securities and investment advisory services through Woodbury Financial Services, Inc. member FINRA, SIPC, and Registered Investment Advisor. Matthew Mullowney is registered to offer securities in CA, AL, MI, UT, OR, TX and IL. Insurance services offered through New Aspect Financial Services, LLC. and is not affiliated with Woodbury Financial. CA License #0I7850