Matt RickettsMatt Ricketts, CFP®
Wealth Advisor

Request an Appointment | Contact Me | (858) 766-6524

Matt is a Wealth Advisor at Beacon Pointe and is responsible for providing clients with a comprehensive financial planning experience, assisting individuals, families, businesses and private foundations with estate, retirement, tax, and risk management planning, and overall investment management. Matt has been in the financial services industry for over a decade, and has previously worked for Charles Schwab, American Century Investments and State Street Bank and Trust. He holds a bachelor’s degree in Finance from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of the office, Matt volunteers at Veteran’s Hospitals with the Musician’s On Call Organization, writes music and surfs near his home in San Diego, California.

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