
Matthew J. Anderson
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Matthew J. Anderson is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and provides investment management, financial planning, and tax preparation services to the clients of Reason Financial and Reason Tax Group.
Matt graduated from San Diego State University, where he earned a Bachelor of Science in Public Administration and the SDSU Executive Financial Planner Advance Certificate. He also attended a semester abroad at Oxford University on a scholarship.
Prior to partnering with Reason Financial: A Rawdin-Baron Financial Company, Matt was the Senior Advisor of Wealth Management Consulting at 1st Global where he provided CPAs and financial advisors with comprehensive financial planning advice and strategies. Matt was also previously an advisor for an Independent RIA specializing in wealth management for CPA firms as well as a Consultant with TD Ameritrade, assisting individual and business owner clients with financial planning strategies. His professional experience and passion for the industry also led Matt to become a professor at the University of California San Diego, teaching a course on investments, which was certified as a CFP® board exam education course. He has passed the FINRA Series 7 General Securities Representative, Series 24 General Securities Principal and Series 66 Uniform Combined State Law Exams. He is also licensed in Life/Health.
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