Matt is a Client Service Associate directly assisting Shawn Campas, Partner at New Aspect Financial Services. Holding his Series 7 and 66 FINRA licenses as well as the Financial Paraplanner Qualified Professional™ (FPQP) designation, Matt provides licensed support to Shawn and other advisors at the firm in all aspects of the financial planning process and management of client activities. Through effective servicing and account maintenance, he assists the team in providing professional services to all clients while emphasizing their fiduciary responsibilities.
Prior to his time with New Aspect, Matt worked in the Public Utility industry as an Engineer and Project Manager. In these roles he designed utility grid infrastructure and managed customer projects for both Pacific Gas & Electric Company as well as Duke Energy. Realizing his passion for personal finance with a drive to help others, he pivoted his career to work in Wealth Management, maintaining his ultimate goals of helping people reach their financial needs while providing education in the field as well.
Matt is a native of Petaluma, California and is a graduate of University of California, Berkeley, where he majored in Geophysics. In his spare time he enjoys social work, Jiu Jitsu, playing the piano, hiking, meditating, reading books with his book club, and spending time with his friends and family
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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