Orange County, CA
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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Experience
Empower
1 year
Personal Capital
4 years
Edward Jones
2 years
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