Matthew Grishman Email & Phone Number

3400 Douglas Blvd | Suite 240 | Roseville, Ca 95661

Wealth is more than just what’s in your bank account—it’s about the people, places and experiences that really matter. Everyone’s got their own why that drives them forward. At Gebhardt Group, we’re here to help you uncover yours and achieve genuine financial wellness.We’re admittedly not for everyone. We’re for the bold, the ones ready to dive deeper and those seeking a life that resonates with who they are at their core. Through personalized financial planning, careful guidance and lots of open, honest dialogue, we empower you to embrace your whole self and your Whole Wealth. If that sentiment speaks to you, let’s start exploring the why behind your wealth together.We do our best work for thriving entrepreneurs, business leaders and professional athletes. We meet our clients at the intersection of a growth mindset and major life transitions—where the path forward is not clear, but the desire for change is profound—where money can become a tool for the freedom to explore, expand, and uncover what’s next.In addition to comprehensive financial planning and wealth management through our unique Whole Wealth Journey, we offer ongoing consulting to help our clients discover what’s next. Our clients are exquisite wealth creators who often reach the peak of financial freedom and are left asking themselves, “now what?” Which reveals an often-overlooked component of wealth creation: the value of time and relationship.We have developed a process for a deep dive into how our clients leverage their time, their unique ability, and relationships with themselves and others to uncover the answers to “now what?” and co-create with our clients a vision for what’s next.Matthew Grishman is an Investment Advisor Representative offering investment advisory services through Gebhardt Group, Inc, a Registered Investment Advisor. CA life insurance #0D99998

Sacramento, California, United States

Rocklin, Ca

MGI specialized in one-on-one coaching for individuals in transition in the financial services industry. MGI harnessed the experiences of 20 years of financial services knowledge; several successful major career transitions; 3,000+ public speaking engagements; 20,000+ one-on-one interactions with financial advisors, wholesalers, consultants, corporate executives, professional athletes, industry experts, coaches, and retail investors. • Career transition coaching platform built on both strategic and tactical planning models • Strategic planning focused on creating clarity of vision and purpose.• Tactical planning focused on interpersonal communication, personal brand development and presentation.

I was responsible for day-to-day sales, strategic sales initiatives and communicating the purpose of MetLife to the independent financial advisory community in northern CA and northern NV. I also represented MetLife as a spokesperson at national broker/dealer conferences, local continuing education training events, and advisor-sponsored public speaking engagements. In 9 years with the firm, I raised over $1.2 billion in new assets and delivered over 900 public speaking engagements. I served as west coast team leader from 2004-2007 & 2011 coaching a team of 8 regional sales vice presidents.

Greater Seattle Area

Wholesale distribution of mutual funds, annuities, retirement plans, SMA's, Alternatives, and 529 plans in the IBD channel. Managed multi state sales territory in Pac NW with annual gross sales over $250 million per year.

Greater Seattle Area

Wholesale distribution of mutual funds and small business retirement plans to all channels. Annual sales grew from $20 million-$90 million in 2 years.

Darien, Ct