Advisor at Gibson Monroe Wealth Advisors
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Firm
Gibson Monroe Wealth Advisors
Location
Oakland, CA 94606
Credentials
Series 65
Industry experience
3 years
Jason Matthews is a financial advisor at Gibson Monroe Wealth Advisors with a Series 65 designation and three years of industry experience. He also operates Matthews Financial & Insurance Solutions, offering life, disability, annuity, and long-term care insurance products. Matthews has worked at Gibson Monroe Wealth Advisors since 2022 and has been involved with his insurance business since 2009. Gibson Monroe Wealth Advisors is a fee-based registered investment adviser managing approximately $3.8 million for around 50 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm focuses on discretionary portfolio management and financial planning, primarily using low-cost mutual funds and ETFs with a long-term approach, while also offering specialized services such as institutional retirement plan advisory and the use of independent managers.
Based on Gibson Monroe Wealth Advisors
Based on Gibson Monroe Wealth Advisors
Financial planning fixed fees ranging from $5,000 to $20,000; estate planning fixed fee up to $1,750; tax planning and preparation fees ranging from $500 to $3,000
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Minimum fee: $4,350 minimum annual fee, may be reduced or waived at Advisor’s discretion Fee-only: Investment advisory fees and fixed fees for financial planning; no commissions for advisory services
2100 Embarcadero, #105
Oakland, CA 94606
California
Gibson Monroe Wealth Advisors
2022 - Present (4 years)
Matthews Financial & Insurance Solutions
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
San Francisco, CA
Leonard Jr., Gary A.
Series 65
Oakland, CA
FM Capital Group
CFP®, CFA®
Orinda, CA
Private Financial Management LLC
Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.
Series 66
San Francisco, CA
Patel Capital Management
CFP®
San Francisco, CA
BridgeLane Financial
It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.
ChFC®, Series 66
Walnut Creek, CA
Resolve Financial, LLC
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