Matt Stephenson
Managing Director, Wealth Management at One Capital Management, LLC
- Role
- Managing Director, Wealth Management at One Capital Management, Llc
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
About Matt Stephenson
As a Chartered Retirement Planning Counselor (CRPC®) with 20+ years in wealth management,…
Experience
Managing Director, Wealth Management
Sep 2025 — Present · Walnut Creek, CA, US
I guide clients through key financial decision-making, utilizing my expertise to work with individuals from diverse backgrounds, including those with educational and nonprofit backgrounds, small business owners, and families facing significant life events.
Education
California State University, Chico
Bachelor of Business Administration (B.B.A.), Accounting and Finance
1999 — 2004
Skills
- Financial Planning
- Retirement Income Strategies
- Retirement Planning
- Asset Management
- Long Term Relationship Building
- Life Insurance
- Long Term Care Insurance
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