Matt has extensive experience working with individuals, families, and businesses, counseling them on their financial concerns and guiding them towards their financial goals. Matt is a seasoned financial advisor with a background in private equity real estate, investment banking and wealth management. Prior to Helium, Matt was a managing director at a Los Angeles based wealth management firm. Matt started his career at Union Bank of Switzerland in Los Angeles. He graduated with honors from The University of San Diego, is a licensed fiduciary holding his (FINRA) Series 65 license and has previously held his Series 7, 22 and 63 licenses as well as his California Real Estate license. Matt played baseball collegiately and has a passion for sports and relationships. He is a proud father of two and a 4th generation California resident.