Matt Seastrom

About Matt Seastrom

Preparing for that next step in life isn\'t easy. Our combination of experience and professionalism starts with setting up a financial plan to help you meet your needs. Before starting a plan you need to ask the question that if you are not on track for your financial goals when you would want to know that fact. With our financial planning process we help you preparing for life\'s milestone events like retirement or college for your kids or simply providing help to managing your wealth, we promise you a level of attention, insight and capability that you will enjoy. Contact us to discuss your financial future. If you are a pre-retiree we can help you manage your 401k plan while it is at your employer and if you have left a former employer and wish to have your monies managed we offer 401k rollover strategies to both give you access to the world of investments but to also provide with professional money management. If your company is concerned that your 401k plan has fees that are too high or that your plans performance is not what you feel it should be we provide our concierge 401k service. This service will help you benchmark your plan and give you a peace of mind that your plan is either great or show you ways to improve that plan. Securities and advisory services are offered through Centaurus Financial, Inc, a broker dealer and registered investment advisor, member FINRA/SIPC, The representative associated with this site may only discuss/transact business in the following states: CA, FL, GA, AZ. CA Life Insurance License 0K63498.

Experience

1. Associate Marriage and Family Therapist

   Pacific Breeze Recovery

   Jan 2025 — Present · Huntington Beach, CA, US

   AMFT # 147237 Under Supervision of Matt Beck LMFT # 110180

Education

• Pepperdine University Graduate School of Education and Psychology

  Master of Arts - MA

  2020 — 2024

• Orange Coast College

  Psychology Prerequisites

  2019 — 2019

• San Diego State University

  Bachelor of Science (BS)

  2011 — 2015

Skills

• Sales Presentations
• Onboarding
• Meeting Scheduling
• Return on Investment
• Asset Management
• Modeling Portfolios
• Insurance
• Communication
• Business Development
• Office Administration
• Lead Generation
• Database Administration
• Cold Calling
• Client Co-Ordination
• Retirement
• Field Marketing
• Model Portfolios
• Interviewing
• Account Administration
• Portfolio Management
• Investment Sales
• Marketing
• Filing
• Life Insurance
• Finance
• Business Insights
• Budgeting
• Financial Planning
• Organizing Meetings
• Customer Service
• Account Management
• Investment Strategies
• Sales Prospecting
• Portfolio Optimization
• Investments
• Financial Advisory
• Investment Advisory
• Prospecting Skills
• Securities
• Financial Guidance