President | Private Wealth Consultant
Rancho Private Wealth
AeroLeads people directory · profile
Matthew Poole, Cfp®, Chfc®, Cepa® Email & Phone Number
President | Private Wealth Consultant
at
Rancho Private Wealth
1 work email found
@presidiocm.com
2 phones found area 858
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Rancho Private Wealth
Role
President | Private Wealth Consultant
Location
Rancho Santa Fe, California, United States
Who is Matthew Poole, Cfp®, Chfc®, Cepa®? Overview
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Quick answer
Matthew Poole, Cfp®, Chfc®, Cepa® is listed as President | Private Wealth Consultant at Rancho Private Wealth, based in Rancho Santa Fe, California, United States. AeroLeads shows a work email signal at presidiocm.com, phone signal with area code 858, and a matched LinkedIn profile for Matthew Poole, Cfp®, Chfc®, Cepa®.
Matthew Poole, Cfp®, Chfc®, Cepa® previously worked as Chief Wealth Advisor at Dark Horse Private Wealth and Founder & Private Wealth Advisor at Presidio Capital Management. Matthew Poole, Cfp®, Chfc®, Cepa® holds Bachelor Of Arts, Business Management from St. Mary'S College Of California.
Company email context
Email format at Rancho Private Wealth
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*@presidiocm.com
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AeroLeads found 1 current-domain work email signal for Matthew Poole, Cfp®, Chfc®, Cepa®. Compare company email patterns before reaching out.
Profile bio
About Matthew Poole, Cfp®, Chfc®, Cepa®
Matthew is the Chief Wealth Advisor at Dark Horse Private Wealth as well as the President and Founder of Rancho Private Wealth based in Rancho Santa Fe, CA. Both entities offer comprehensive financial advice to individuals and businesses throughout the country in the areas of investment management, financial, tax & estate planning. California Insurance License #0F02769Rancho Private Wealth is a branch office of DFPG Investments, Inc. Securities and advisory services offered through DFPG Investments, Inc. Member FINRA/SiPC.All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.Specialties: Alternative Investments, 1031 Exchange, DSTs, Investment Advisory, Investment Strategies, Financial Planning, Insurance, Wealth Management, Registered Investment Advisor, Estate Planning, Real Estate, Estate Tax Planning, Tax Planning.
Listed skills include Alternative Investments, Estate Planning, Financial Advisory, Investment Strategies, and 11 others.
Current workplace
Matthew Poole, Cfp®, Chfc®, Cepa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Rancho Private Wealth
7 roles
Matthew Poole, Cfp®, Chfc®, Cepa® work experience
A career timeline built from the work history available for this profile.
Chief Wealth Advisor
Current
Dark Horse Private Wealth
Aug 2022 - Present
President | Private Wealth Consultant
Current
Rancho Private Wealth
Jun 2016 - Present
Founder & Private Wealth Advisor
Jun 2012 - Jun 2016
Certified Financial Planner(Tm) Professional
Centara Capital
Apr 2009 - Jun 2012
Divisional Vice President
Dec 2005 - Mar 2009
Project Manager - Finance
Jun 1999 - May 2005
3 education records
Matthew Poole, Cfp®, Chfc®, Cepa® education
Bachelor Of Arts, Business Management
Education record
College Prep
FAQ
Frequently asked questions about Matthew Poole, Cfp®, Chfc®, Cepa®
Quick answers generated from the profile data available on this page.
What company does Matthew Poole, Cfp®, Chfc®, Cepa® work for?
Matthew Poole, Cfp®, Chfc®, Cepa® works for Rancho Private Wealth.
What is Matthew Poole, Cfp®, Chfc®, Cepa®'s role at Rancho Private Wealth?
Matthew Poole, Cfp®, Chfc®, Cepa® is listed as President | Private Wealth Consultant at Rancho Private Wealth.
What is Matthew Poole, Cfp®, Chfc®, Cepa®'s email address?
AeroLeads has found 1 work email signal at @presidiocm.com for Matthew Poole, Cfp®, Chfc®, Cepa® at Rancho Private Wealth.
What is Matthew Poole, Cfp®, Chfc®, Cepa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 858 for Matthew Poole, Cfp®, Chfc®, Cepa® at Rancho Private Wealth.
Where is Matthew Poole, Cfp®, Chfc®, Cepa® based?
Matthew Poole, Cfp®, Chfc®, Cepa® is based in Rancho Santa Fe, California, United States while working with Rancho Private Wealth.
What companies has Matthew Poole, Cfp®, Chfc®, Cepa® worked for?
Matthew Poole, Cfp®, Chfc®, Cepa® has worked for Rancho Private Wealth, Dark Horse Private Wealth, Presidio Capital Management, Centara Capital, and Axa Advisors.
How can I contact Matthew Poole, Cfp®, Chfc®, Cepa®?
You can use AeroLeads to view verified contact signals for Matthew Poole, Cfp®, Chfc®, Cepa® at Rancho Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Matthew Poole, Cfp®, Chfc®, Cepa® attend?
Matthew Poole, Cfp®, Chfc®, Cepa® holds Bachelor Of Arts, Business Management from St. Mary'S College Of California.
What skills is Matthew Poole, Cfp®, Chfc®, Cepa® known for?
Matthew Poole, Cfp®, Chfc®, Cepa® is listed with skills including Alternative Investments, Estate Planning, Financial Advisory, Investment Strategies, Real Estate, Registered Investment Advisor, Delaware Statutory Trusts, and 1031 Exchanges.
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