Matt Faubion, CFP® Faubion Wealth Management
- Virtual, Walnut Creek, CA 94597
- (925) 322-2450
- https://faubionwm.com/
About Matt Faubion, CFP®
Serving others is at the core of why Matt loves being a wealth manager. By working closely with individuals and families, Matt enjoys getting to know his clients on a personal level and helping them make better financial decisions as their lives evolve. With a natural curiosity in money, markets, public policy, and business, Matt is always seeking to expand his understanding within these areas. He regularly applies newfound knowledge to create robust wealth plans and investment strategies that improve his clients’ financial health.
Matt founded Faubion Wealth Management (FWM) to serve the next generation of wealth generators with the thorough and extensive standard that he believes is required of the position. The firm stays true to its objective approach, by only providing clients with fiduciary advice that is in their best interest. In doing so, FWM designs strategies that are diligently and custom built, given our in-depth process to get to know you, your financial portrait, and the goals that set you apart.
Matt began his career as a Wealth Advisor Associate with a boutique wealth management firm in San Francisco. He was a team leader in advancing the firm’s wealth management platform, which specialized in working with high-net-worth technology entrepreneurs. During his time at the firm, he became a CERTIFIED FINANCIAL PLANNER™ professional and was promoted to Senior Wealth Manager. He later joined a nationally recognized financial planning and wealth management firm in Walnut Creek, CA and worked with their Barron’s top 100 independent advisor founder. Additionally, he passed the level 1 exam of the Chartered Financial Analyst designation. And before founding FWM, he was a Wealth Strategist and Partner at a start-up wealth management firm in San Francisco.
A Bay Area native, Matt grew up in Pleasanton, and he currently lives in Walnut Creek with his wife. Coming with the territory, he loves following the 49ers, Sharks, Warriors, and Giants. Outside of work, Matt enjoys volunteering and giving back to his community. He is an avid lover of all kinds of music, from classic rock to EDM, and is currently learning the guitar. Matt also enjoys long walks with his wife, spending time with family, reading, traveling, exercising—and all of the great outdoor activities the Golden State has to offer.
Read Matt’s blog here: https://faubionwm.com/blog
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Entrepreneurs
- Gen X
- Startup Founders
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $150+/mo
- Hourly Fee: $275+/hr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
