Matt Stephenson

Wealth Management Advisor - Walnut Creek

1676 North California Blvd

Matt.Stephenson@tiaa.org

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.

About TIAA Financial Services

For more than 100 years, TIAA has been dedicated to the needs of those who work in the academic, medical, cultural and research fields. Our roots differentiate us from our competitors, and we are proud to continue this tradition by serving those who serve others. Backed by a team of specialists, we work with clients to help build long-term financial plans aligned to their needs, wants and wishes.

Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (844) 567-9087.

Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1154.

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