Matthew Adams CPA, CFP®
Manager of Wealth Management

Adams

What do you enjoy most about wealth management?

Preparing a successful retirement projection that provides a client clarity and peace of mind.

What’s the biggest challenge?

Every new client situation is different; therefore our financial planning techniques are constantly evolving. There is always something new to learn in our field.

What do you love most about being part of Aspiriant?

Joining a culture that radiates professionalism and compassion for its clients.

What professional accomplishments are you most proud of?

Receiving an early promotion in the highly competitive Deloitte London investment banking audit group. The long hours and workload were so rigorous I nearly cried with joy when the lead partner gave me the nod.

What quality of yours makes you best suited to what you do?

I try to put myself in a client’s shoes – I thrive on analyzing their financial situation in depth and finding them appropriate solutions to fit their needs.

How should people think about their wealth?

Take the long view; compounding interest will work generously in their favor over time.

What do you love to do outside of work?

Savoring a fine Burgundy coupled with an In-N-Out burger. Seriously, try it sometime.

What would you be doing if you weren’t working for Aspiriant?

Probably a business endeavor with my wife who is also a CPA and is very sharp. But in reality, every waking hour away from work right now is consumed with entertaining our twin baby girls!

Education and accreditations

  • B.A. in Business & Accounting, Cum Laude, UC Santa Barbara
  • CPA while working for Deloitte & Touche
  • CFP® while working for Hokanson Associates

Matt joined Aspiriant as part of the 2016 merger with Hokanson Associates, a family wealth management firm. Matt’s primary responsibility as a Wealth Manager at Aspiriant is to developing comprehensive financial plans and reviews for our valued clients. Matt had over a decade of experience in the financial services industry prior to joining Aspiriant. He ran an accounting consulting business with his wife (also a CPA), was a Finance Manager at CareFusion Corp, and before that an Audit Manager in the London and Sydney financial services practices of Deloitte & Touche LLP.

Matt graduated cum laude from UC Santa Barbara as a business economics major emphasizing accounting. He is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®).

Outside of Aspiriant, Matt is the Board Treasurer of the San Elijo Lagoon Conservancy, as well as an Audit Committee Board member for the AVID Center and Community Resource Center of San Diego. He is also a member of the San Diego Financial Planning Association and the North County Estate Planning Council.

Matt is a San Diego native, and lives in Solana Beach with his wife and their twin baby girls.

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