Matt has been my Financial Planner for 17 years. He has strong industry knowledge and expertise and has always provided good advice around my investment, retirement, and insurance needs. It's...
Kevin W.
5/9/2016
(1)
Financial Planner, Investment Planner, Retirement Planner, Insurance Advisor, Financial Consultant, Financial Advisor. Matt Kay has lived in the San Francisco Bay Are all if his life except for the years he spent in college at California State University, Chico. In 1997, on the advice of a good friend and encouragement from family, Matt entered the financial planning field to help others with their financial planning needs. Matt has been with David White and Associates since starting in the business and feels it's the best decision he could have made for himself and his clients. Matt's philosophy is,
Matt has been my Financial Planner for 17 years. He has strong industry knowledge and expertise and has always provided good advice around my investment, retirement, and insurance needs. It's...
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