Matt Gale, CFP®, MBA

Wealth Advisor

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Matt helps clients pursue long-term financial goals through fiduciary advice and thoughtful planning. He supports families and professionals with tailored strategies across investments, retirement, and tax planning. Matt works as part of Derek Holman’s team.
Matt began his career in financial services within large financial institutions before transitioning to the independent RIA model. He earned a Bachelor of Arts degree in Economics from the University of California, San Diego, and an MBA from the University of California, Irvine. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Matt’s approach is organized, research-based, and easy to follow. He focuses on developing clear action plans and disciplined implementation, believing a steady process is more effective than reacting to short-term market noise.
Outside the office, Matt enjoys traveling and spending time with friends. He plays soccer and hikes with his husky–German shepherd mix, Casper.