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Matthew Fee

Advisor at SR99Advisors

Updated today

Firm

SR99Advisors

Location

Simi Valley, CA

Credentials

Series 65

Industry experience

< 1 year

About

Matthew Fee is the principal of SR99Advisors and holds a Series 65 designation. He has prior work experience at Benco Dental and Elsevier, spanning over two decades, and has operated a real estate brokerage since 1992. SR99Advisors primarily manages pooled investment vehicles and institutional assets, offering core investment management and pension consulting services. The firm’s approach is influenced by in-house real estate expertise and includes flexibility in billing, with some consulting engagements charged hourly and occasional fee reductions for community-service or pro-bono clients.

Client services

Based on SR99Advisors

Financial planning Portfolio management Pension consulting

Expertise

Based on SR99Advisors

Real estate investing

Occupation focus

Based on SR99Advisors

Founder/Business Owner

Location

Simi Valley, CA

Most active in

California

Work history

SR99Advisors

2025 - Present (1 year)

Benco Dental

2022 - 2024 (2 years)

Elsevier

1994 - 2021 (27 years)

Matt C Fee Realty

1992 - Present (34 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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Charles C

Series 63, Series 65

Thousand Oaks, CA

Carty Financial, Inc.

Concentrated stock management
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Bruce B

Series 63, Series 65

Thousand Oaks, CA

Bassin, Bruce

General retirement planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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Matthew B

CFP®, Series 66

Santa Rosa Valley, CA

Opes MVB Capital, LLC

Wealth management Real estate investing Founder/Business Owner
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Vanessa F

Series 65

Woodland Hills, CA

She Wealth Advisors LLC

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Private / alternative investments Values-based investing
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Daniel D

CFP®, Series 63, Series 65

Thousand Oaks, CA

Daniel J. Disimile CFP, LLC

Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning
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