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We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile

Matthew Clements
I run marathons in toe-shoes.
First, I would say the financial planning process (everything from hearing clients' goals to discovering how to achieve them). Second, I would say serving on the Investment Committee.
Outdoor Adventures / Programmatic Foods at UCLA Bruinwoods Alumni Summer Camp.
“Be here now.”
“Not with that attitude.”
About Matthew
- Objective: Matthew's goal is to offer his clients independent fee-only advice, world-class technology, and the highest ethics and fiduciary standard; to support the firm's vision to blend high-quality investment solutions, transparent reporting, and comprehensive wealth planning, which matches his own for creating the optimal client experience
- Specialized Responsibilities: Member, Investment Committee; Chair, Diversity Equity Inclusion Council
- Snapshot: During his 13-year financial career, Matt has worked to provide high-net-worth individuals and organizations comprehensive wealth planning services and high-quality investment solutions through open architecture platforms.
Experience
- Assistant Vice President, Barclays Wealth and Investment Management, San Francisco, CA
- Investment Associate, Wetherby Asset Management, San Francisco, CA
Education
- University of California, Los Angeles, BA, Economics
