How to navigate the 2025 Tax Cuts and Jobs Act sunset
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location

Orange County, CA

Matt Buenafe

SVP, Wealth Advisor

Matt Buenafe is a highly experienced financial planner with over a decade of experience in the financial services industry. He has spent the last 4+ years working as a passionate and dedicated fiduciary at Personal Capital, where he focused on combining technology and customized data driven strategies for his clients. Emphasizing a holistic approach to financial planning, Matt was able to assist his clients with many other areas of their financial planning topics such as: estate planning, tax optimization, company equity, employer plan analysis, education planning, etc. Matt is grateful to work with high net worth individuals to not only he...

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(949) 516-7989

[email protected]

LinkedIn

Experience

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Empower

1 year

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Personal Capital

4 years

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Edward Jones

2 years

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Merrill Lynch

2 years

Qualifications

California State University, Fullerton

B.S

California Department of Real Estate

CA DRE# 02214711

Series 7

FINRA

Series 66

FINRA

Specialities

Investment management

Public equities

Fixed income

Alternative investments

Financial planning

Retirement planning

Equity compensation

Risk management

Asset allocation

Behavioral finance

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