Tony Matheson, CFP® Matheson Financial Partners
- 836 57th St, Suite 457, Sacramento, CA 95819
- (916) 999-4854
- gbal@zngurfbasvanapvnycnegaref.pbz
- http://mathesonfinancialpartners.com
About Tony Matheson, CFP®
Tony founded Matheson Financial Partners in 2017 after selling investment solutions to financial advisors for over 20 years. Prior to founding MFP, Tony was head of sales with some of the largest asset management firms in the country, including Principal Financial. His first sales territory took him to New York for 4 years until he returned home to lead the sales division for the San Francisco Bay Area region.
“One of the pitfalls I’ve seen my colleagues face is grinding so hard to hit their sales and income goals that they neglect to plan how to manage their incoming assets. Income is not the same as wealth. I work closely with my clients developing systems to help them efficiently retain their assets and accumulate wealth, allowing them to put their focus and energy into what’s important to them.” – Tony Matheson
His vision was to design an independent fee-only firm to deliver comprehensive financial planning as a fiduciary, specializing in solving the challenges that many sales professionals face.
Over his career, Tony has helped advisors identify solutions and implement investment strategies for their clients. He has been a featured speaker at various industry events on topics including economic forecasts, optimizing social security payments, and college planning.
Tony is a CERTIFIED FINANCIAL PLANNER TM and earned his Bachelor of Arts in Theological Studies from Bethany University in Santa Cruz, CA. He grew up in the San Francisco Bay area and currently lives in Sacramento, CA with his wife Barbara and their two children. When he’s not working, you’ll probably find him on his Peloton bike or a softball diamond. He has completed marathons from SF to NYC and has volunteered with various organizations including Financial Planning for Cancer.
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
- Equity Recipients (RS/RSU SOP ESPP)
- Retirement Planning
- Sales Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $250+/mo
- Flat Fee: $2000/engagement
- 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.
