Tony Matheson, CFP® Matheson Financial Partners

Contact this advisor

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 Walnut Creek, CA with his wife Barbara and their 2 kids. 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.

Contact this advisor

Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Sales Professionals
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $75+/mo
  • Quarterly Fee: $250/qtr
  • Hourly Fee: $225/hr
  • AUM: 0.5%+

 

SEC Records

States Registered

  • California

Loading...