Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Matthew Tarantino
LPL Financial Advisor
Matthew is a LPL Financial Advisor serving individuals and businesses in the San Francisco Bay Area. He specializes in offering comprehensive investment management and retirement planning to individuals and small business owners.
As an experienced Financial Consultant, Matthew also works closely with small-midsize businesses in helping them consolidate and simplify their financial needs from an employee benefits, commercial insurance, and group retirement standpoint. Matthew is passionate about helping small businesses become more financially prepared and is dedicated to provide detailed follow-through, superior service and continuous availability.
Matthew, a Marin County native, is an alumni of The University of the Pacific where he graduated with a BS in Business Administration with a Finance Concentration and played baseball as a 1st Team All Academic performer.
Matthew holds his Securities Series 7 & 66 (Registrations with LPL Financial), CA Fire and Casualty Broker, and CA Accident and Health licenses.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.