Matthew Sanchez is a trusted Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience helping high-net-worth families navigate complex financial decisions. As a Certified Exit Planning Advisor™, Matthew works closely with clients to develop tailored financial plans that integrate investment management, retirement planning, estate strategies, and business succession planning. His approach is rooted in understanding each client’s unique needs, preferences, and aspirations, allowing him to provide holistic advice that aligns with their vision of financial security and success.
Before joining Vivaldi Capital Management, Matthew gained valuable experience as a Private Wealth Advisor at Biechele Royce Advisors (now Vivaldi), as well as in roles at TD Ameritrade and Charles Schwab. His background, combined with his deep knowledge of financial markets, provides clients with the expertise needed to navigate today’s evolving financial landscape.
Matthew holds a bachelor’s degree in finance from California State University, Fullerton, and is committed to continuing his professional development through industry-leading certifications and ongoing education. Outside of work, Matthew enjoys spending time with his children and pursuing a variety of hobbies, including golf, growing hot peppers, and beekeeping.