Matthew Cobas, CFP®
Designations and Licenses
Matthew is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Matthew provides comprehensive financial planning and investment management to help high-net-worth individuals, families and business owners achieve their goals. Prior to joining the firm, he was a financial advisor at Wells Fargo Advisors.
He has a bachelor’s degree in economics from the University of California, San Diego, and a master’s degree in financial and tax planning from San Diego State University.
Matthew is a former naval officer and veteran of Operation Enduring Freedom in Afghanistan.
Matthew is a member of LEAD class 2020, a leadership program under the San Diego Chamber of Commerce. He is also a mentor and success advocate at the Monarch School in San Diego, a K-12 school for children affected by homelessness. In his free time, he enjoys surfing and Brazilian Jiu-Jitsu.