Managing Director
Company: First Foundation
Location: Santa Barbara
Posted on: November 13, 2024
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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.
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Keywords: First Foundation, Whittier , Managing Director, Executive , Santa Barbara, California
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