leadership
Matthew J. Lum, CFP®, CFS

Matt has 27 years of experience providing financial advisory and wealth management services to super-affluent individuals in the Santa Barbara area. As an entrepreneur and investor, he has the natural intuition that allows him to add valuable insights into complicated financial situations. His experience in all facets of investments, including real estate, oil and gas, private equity and loans, ensures that his clients are able to benefit from a comprehensive, consultative relationship that addresses all their deepest concerns.

Matt is known for his thoughtful, patient and caring approach. This respectful and sensitive manner has developed into a special focus on helping affluent divorcees and widows regain security, balance and independence.

Outside of the office, Matt enjoys spending time with his three sons as well as various ocean sports.

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