Financial Advisor-Consultant Cfp, Cbec
Current
May 2019 - Present
AeroLeads people directory · profile
Matt Roberson Email & Phone Number
Financial Advisor-Consultant CFP, CBEC at Arete Wealth Management
at
Arete Wealth Management
2 work emails found
@aretewealth.com
10 phones found area 408, 805, 650, and 916
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor-Consultant CFP, CBEC at Arete Wealth Management
Location
San Francisco Bay Area, United States, United States
Who is Matt Roberson? Overview
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Quick answer
Matt Roberson is listed as Financial Advisor-Consultant CFP, CBEC at Arete Wealth Management at Arete Wealth Management, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at aretewealth.com, phone signal with area code 408, 805, 650, 916, and a matched LinkedIn profile for Matt Roberson.
Matt Roberson previously worked as Financial Advisor-Consultant CFP, CBEC at Arete Wealth Management and Financial Advisor | Consultant | Managing Partner at Managing Partner, C Solutions. Matt Roberson holds Bachelor Of Science (Bs), Political Science | Philosophy | Pre-Law Emphasis from Santa Clara University.
Company email context
Email format at Arete Wealth Management
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{first}.{last}@aretewealth.com
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AeroLeads found 2 current-domain work email signals for Matt Roberson. Compare company email patterns before reaching out.
Profile bio
About Matt Roberson
Together with the members of my staff, I have the expertise necessary to help solve complex financial problems, the resources to keep you informed as worldwide economic forces change, and the commitment to provide advice that makes a tangible difference.CLIENTELE--Family & Closely Controlled Business Owners--Farm & Ranch Owners and Farmers--Successful, Multi-Generational Famers--Pre-IPO Founders--Successful Retirees--Public Company ExecutivesAREAS OF WORK--Business Sale to 3rd Party--Business Transition to Family & Non-Family Successors--Estate & Asset Protection Planning--Tax Reduction Strategies: Retirement & Pension Plans, Non Qualified Deferred Compensation--Cash Flow & Economic Modeling--Retirement & Risk Assessment Planning--Investment Planning--Insurance Assessment & Strategies--1031 Exchange Products--Family GovernanceI graduated from Santa Clara University with a BS in Political Science, a secondary major in Philosophy, and a Pre-Law emphasis. In 2000, I decided to pursue the field of comprehensive financial planning, joining Sagemark Consulting to head the investment arm of C Solutions.Growing up with my family business in Sacramento, I now live in Los Gatos, CA with my wife, Kristi, and our two children, Lauren and Joseph. I am an Eagle Scout who enjoys fishing, hunting, being in the outdoors, coaching and watching sports, and the occasional philosophy book.
Listed skills include Business Sale To 3Rd Party, Business Transition To Family And Non Family Successors, Estate And Asset Protection Planning, Tax Reduction Strategies, and 23 others.
Current workplace
Matt Roberson's current company
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3 roles
Matt Roberson work experience
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Financial Advisor | Consultant | Managing Partner
Managing Partner, C Solutions
Matt and the C Solutions team work with Business Owners, Successful Executives, and Families in all aspects of their financial lives. The team works to ensure that clients understand their current situation, then develop integrated solutions for stakeholders. This process, in concert with building an advisor team, ensures that clients understand all their.
Oct 2000 - May 2019
Financial Advisor
Everen/First Union Securities
Investments
Jun 1999 - Oct 2000
1 education record
Matt Roberson education
-
Santa Clara University
FAQ
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Quick answers generated from the profile data available on this page.
What company does Matt Roberson work for?
Matt Roberson works for Arete Wealth Management.
What is Matt Roberson's role at Arete Wealth Management?
Matt Roberson is listed as Financial Advisor-Consultant CFP, CBEC at Arete Wealth Management at Arete Wealth Management.
What is Matt Roberson's email address?
AeroLeads has found 2 work email signals at @aretewealth.com for Matt Roberson at Arete Wealth Management.
What is Matt Roberson's phone number?
AeroLeads has found 10 phone signal(s) with area code 408, 805, 650, 916 for Matt Roberson at Arete Wealth Management.
Where is Matt Roberson based?
Matt Roberson is based in San Francisco Bay Area, United States, United States while working with Arete Wealth Management.
What companies has Matt Roberson worked for?
Matt Roberson has worked for Arete Wealth Management, Managing Partner, C Solutions, and Everen/First Union Securities.
How can I contact Matt Roberson?
You can use AeroLeads to view verified contact signals for Matt Roberson at Arete Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Matt Roberson attend?
Matt Roberson holds Bachelor Of Science (Bs), Political Science | Philosophy | Pre-Law Emphasis from Santa Clara University.
What skills is Matt Roberson known for?
Matt Roberson is listed with skills including Business Sale To 3Rd Party, Business Transition To Family And Non Family Successors, Estate And Asset Protection Planning, Tax Reduction Strategies, Cash Flow Economic Modeling, Retirement And Risk Management Planning, Investment Planning, and Insurance Assessment And Strategies.
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