Matthew King, CFA
President & Founder
After spending 15 years at a large Bay Area investment advisory firm working with clients in a planning and investment capacity, Matt started his own firm in 2015.
The inspiration for this new venture was to bring the high-level financial advice and service that high-net-worth investors receive to everyone.
Matt holds the Chartered Financial Analyst (CFA) designation, which he obtained in 2004. He earned a degree in finance from California Polytechnic State University San Luis Obispo, and he is a member of the CFA Society of San Francisco.
Aside from the financial markets, Matt has a passion for BBQing, sports and spending time with his wife and three kids. He also volunteers as a youth baseball coach and serves as a team sponsor in San Mateo National Little League.
Founded in 2015 and located in San Mateo, California, King Wealth Advisors is a fee-only Registered Investment Advisory firm specializing in retirement & education planning, investment management, and financial coaching for individuals, businesses and non-profit organizations.
Our mission is to make the financial world understandable and accessible for individuals and organizations so that they become empowered to plan for their futures and get on a path towards achieving their goals.