Matthew Warter, Aif® Email & Phone Number

I am a highly experienced financial advisor with over a decade and a half of industry expertise. My educational background includes a Bachelor's degree in Finance from Western Washington University, an Advanced Certificate in Financial Planning and Tax from San Diego State University, an M.B.A. from Gonzaga University, an M.S. in Finance from Seattle University, and an M.S. in Real Estate from the University of San Diego. I hold an Accredited Investment Fiduciary (AIF®) designation, as well as Series 7 and 66 licenses through LPL Financial and a California Insurance License.After beginning my career in financial services in 2006 at Smith Barney, I spent 11 years as the Regional Director at Russell Investment, where I worked with 1,000 financial advisors throughout Southern California. Now an advisor for The Warter Group, I work with a diverse range of clients, including individuals, families, and businesses, and leverage my years of experience to develop comprehensive financial plans that align with my clients' unique objectives and circumstances.Outside of the office, I enjoy spending time with my wife, Marcela, and son Julian. I enjoy golfing with friends and family, playing tennis, cooking, hiking, surfing, and traveling. I also love food and wine and am a member of Chevaliers du Tastevin, Commanderie de Bordeaux, and Chaine des Rotisseurs.Matthew Warter is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. CA Insurance License #4109513.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Investments, Portfolio Management, Mutual Funds, Financial Analysis, and 29 others.