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Matthew Walls
Financial Advisor
Edward Jones - Santa Rosa,CA
My road to Edward Jones began early in life. Originally born in upstate New York, my family moved to Australia where we lived for three years before eventually landing in Sonoma County. My travels as a kid taught me the value of a dollar in...... Show More
Location & Business Hours
Wednesday
09:00AM to 04:30PM
Thursday
08:00AM to 04:30PM
Friday
09:00AM to 04:30PM
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About
My road to Edward Jones began early in life. Originally born in upstate New York, my family moved to Australia where we lived for three years before eventually landing in Sonoma County. My travels as a kid taught me the value of a dollar in multiple currencies and it didn't take long for me to develop an appreciation for finance. However, it was my time at UC Davis where I studied economics which ultimately led to my fascination of the markets and different strategies for wealth creation and protection. My passion for education is a central part of my work with my clients; I make it my priority to ensure that clients remain informed not only about their own portfolio but also about broader market and economic trends.As an objective financial advisor, my ultimate task is to help ensure the things most important to my clients happen with confidence. I partner with CPAs, attorneys and other professionals to determine the most appropriate financial strategy. Specifically, a principal part of my practice includes working with business owners to optimize their financial strategies, employer sponsored accounts and succession plans.In addition to serving as a financial advisor, I am active in our community as a member of the Santa Rosa Chamber and of the Redwood Empire Estate Planning Council. I feel responsible to contribute to the growth and development of this community that I've been lucky to call home. Outside of the office, I love to spend time traveling, playing tennis and scuba diving. My wife, Katrina, and I live in Santa Rosa with our son, Donovan, and our Dalmatian, Harvey. We enjoy all activities that get us outside.What is most important to you? This simple question serves as the starting point in our work together. We look forward to hearing how we can make a difference.Matt Walls matthew.walls@edwardjones.com(707) 303-5378
Specialities
Wealth Strategies
Retirement Income Strategies
Estate & Legacy Strategies
Business Retirement Plans
Entrepreneurs & Business Owners
Insurance & Annuities
Golfing
Camping
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FAQs
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What organization is Matthew Walls associated with?
Matthew Walls is associated with Edward Jones.
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Matthew Walls’s professional email address is m***********s@e**********.com. You can also email Matthew Walls by clicking on the contact Matthew Walls.
Where is Matthew Walls based out of?
Matthew Walls’s primary location is Santa Rosa, CA.
What is Matthew Walls's phone number?
Matthew Walls's phone number is (707) 293-9491
What is Matthew Walls's title??
Matthew Walls is a Financial Advisor.
