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Matthew Burnias

Advisor at MB Blue GP LLC

Updated today
MB Blue GP LLC logo

Firm

MB Blue GP LLC

Location

Santa Monica, CA 90401

Credentials

Series 63, Series 65

Industry experience

11 years

About

Matthew Burnias is the sole advisor at MB Blue GP LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior work includes roles at Transamerica Financial Advisors and involvement with Ekklesia Rising, a parachurch organization where he serves as a director. Outside of advisory work, he is also active as a realtor specializing in commercial agriculture and residential properties and operates Sparrow Family Farms, managing relationships with agricultural dealers. MB Blue GP LLC provides investment advisory and planning services to individuals, including high-net-worth clients, as well as investment companies, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes customized investment strategies using a combination of long-term holdings, short-term trading, and third-party managers, primarily operating on a non-discretionary basis.

Client services

Based on MB Blue GP LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on MB Blue GP LLC

Wealth management Real estate investing Private / alternative investments Active portfolio management

Fee options

Fixed

$2,500 to $5,000 fixed fee for financial planning services

Percentage

$0 - $999,999: 1.00% $1,000,000 - $9,999,999: 0.90% $10,000,000+: 0.75%

Project-based

$250 to $350 per hour for financial planning services

Location

100 Wilshire Blvd, Suite 700

Santa Monica, CA 90401

Most active in

California

Work history

Sparrow Family Farms

2024 - Present (2 years)

The Buxman Group-RS BLACKHAWK

2024 - Present (2 years)

Ekklesia Rising

2020 - Present (6 years)

MB Blue GP LLC

2019 - Present (7 years)

MB Blue GP LLC

2016 - 2019 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Active portfolio management
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Max P

CFP®, Series 66

Playa Del Rey, CA

Pashman Financial LLC

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies Self-Employed
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Wealth management
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Mark G

Series 63

Los Angeles, CA

Haleakala Investment Advisors

Concentrated stock management Executive
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Joseph L

Series 65

Santa Monica, CA

Joseph C. Longo, Attorney At Law

Attorney
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