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Managing Director

Company: First Foundation
Location: Santa Barbara
Posted on: July 9, 2024

Job Description:

Ms. Matolo is responsible for cultivating, managing and servicing client relationships at First Foundation. With over 16years of experience in the financial industry, she works closely with clients to define financial goals and develop a holistic, tailored comprehensive wealth plan. She specializes in providing retirement planning, lifestyle analysis, and portfolio construction for clients as well as investment and financial planning advice. Ms. Matolo has been with First Foundation Advisors since 2011 and is dedicated to making sure all client financial needs are met.Prior to joining First Foundation, Ms. Matolo was an Investment Associate at Carter Jacobs, LLC, and a Financial Consultant at AXA Advisors.Ms. Matolo holds a Bachelor of Arts degree in Business Economics, with an emphasis in Accounting from the University of California, Santa Barbara. She holds her CFA charter and is a member of the CFA Orange County Society.

Keywords: First Foundation, Santa Barbara , Managing Director, Executive , Santa Barbara, California

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