Scholar Athlete Succeeding In Acheiving Client Financial Milestones!
I help my clients set and meet their financial goals through comprehensive financial planning and custom portfolio construction. Outside of the financial realm, I enjoy spending time with my wife and three daughters.
Matt is a Wealth Advisor at RSM US Wealth Management. Prior to joining RSM, Matt was a Partner with AdvicePeriod where he focused on delivering objective advice and exemplary service to his clients. For more than 12 years, Matt has been a thought leader in the industry, committed to transforming the standard of advice by aligning his clients’ investment and planning objectives. Prior to AdvicePeriod, Matt was a Vice President with Beacon Pointe Advisors where he worked with a select group of clients to help set and meet their financial goals through comprehensive financial planning and custom portfolio construction. Matt earned an MBA from the University of Southern California and a BA from California State University Fullerton where he was a scholar athlete on the baseball team. Very active in his community, Matt serves as a board member and passionate volunteer for RAD Camp, which helps adults and children with developmental disabilities in Orange County. Matt lives with his wife and children in Ladera Ranch.
Wealth Advisor at RSM US Wealth Management
College/Pro Team: Cal State Fullerton
Chapter: Orange County 2
Specialty: Financial Adviser / Wealth Management
Preferred Contact: Matt.Belfanti@rsmus.com