Image of Wealth Management Advisor Matt Stephenson
Image of Wealth Management Advisor Matt Stephenson

Matt Stephenson

Wealth Management Advisor - Oakland

(888) 359-2806

About Matt

I am a Wealth Management Advisor at TIAA backed by more than 15 years of experience in the financial services industry. I also hold the Chartered Retirement Planning Counselor℠ (CRPC®) designation. I enjoy working with individuals and their families from all walks of life, in addition to developing a sound financial plan designed to help work toward their financial goals. I also believe that it’s my duty to my client to be a guiding hand through the ups and downs of the markets, as well as through life’s many challenges. My areas of focus include retirement planning, income planning, asset management, life insurance, and long-term care strategies. I received my Bachelor of Science in Business Administration with options in Accounting and Finance from California State University, Chico. I reside in Pleasant Hill, CA, with my wife, Erin, our son, Sean, our daughter, Naomi, and our dog, Franky. In my free time, I enjoy being outdoors, volunteering at the Alameda County Food Bank and Pleasant Hill Baseball Association, spending time with my kids, and watching them participate in their activities. I am also an avid Bay Area sports fan. CA Insurance License #0J22735.