MATTHEW THEAL, CFP®

Financial Advisor

Matthew grew up with a passion for investing. He opened his first investment account at age 16, went to college for a degree in finance, and moved to New York City to work in the nation’s investing epicenter. But even though he gained invaluable career experience in NYC, he didn’t see the East Coast as his home.

Today, Matthew is back in California and helping Evermont’s clients achieve their vision for the future. He thrives on the educational aspect of his work as a financial planner, combining it with his experience in investment analysis, trading, and portfolio management. As one of the owners, he has worked alongside the founder to build the business and has loved the experience from day one—particularly the direct impact he gets to have on clients’ lives. To that end, Matthew went back to school and attained the CERTIFIED FINANCIAL PLANNER™ designation.

When Matthew’s not in the office, the former hockey player is often immersed in sports—attending games and competing in fantasy leagues. He and his wife live in L.A., where they like to try out new restaurants, enjoy natural wine, attend yoga classes, and hold premium-TV nights. A lover of routine, Matthew enjoys a breakfast of scrambled eggs, black beans, and coffee every day.

FUN FACTS

1. Dislikes playing golf with people who take too many practice swings.

2. Is a girl dad.

3. Prefers French over California wine.