Matt Kay, CFP

Open
yelp logo

(1)

Call

Photos

3150 Crow Canyon Pl Ste 200
San Ramon, CA 94583
+1 (925) 277-2628

Specialties

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,

Also at this address

Reviews

yelp logo
5.01 reviews
Kevin W.
5/9/2016

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...

Read more on Yelp
Own this business?
See a problem?

You might also like

Charles Schwab
Financial consultant, Stock exchanges, Stock brokers and dealers

Charles Schwab

19
"They were pretty good at the San Ramon branch, that was before the pandemic. Complementary coffee, note books, pens and various investment material. Once a week they had investment classes, either..."
Prosperity Financial Group Inc

Prosperity Financial Group Inc

2
"You're doing a great job, Elliott! So happy you are my financial advisor and also doing such good work helping others!"
John Michael Vinci - UBS Financial Services Inc.

John Michael Vinci - UBS Financial Services Inc.

Zhong Wealth Management Group, a part of UBS Financial Services Inc., is dedicated to providing tailored financial solutions for ultra-high net worth clients, particularly those with international connections, especially in Asia. With a commitment to building long-term relationships, the team offers expertise in cross-border business, investment strategies, estate planning, and comprehensive private wealth management. Led by Managing Director Joanne Zhong, who boasts over 15 years of experience in wealth management, the group emphasizes a solutions-oriented approach that caters to the unique needs and goals of each client. Supported by a knowledgeable team, including Wealth Management Associate Danyi Gu, Zhong Wealth Management Group actively addresses complex financial needs through diligent service and a strong network of specialists. Generated from the website
United States›California›San Ramon›Matt Kay, CFP

Partial Data by Foursquare.