King Wealth Advisors, San Mateo CA
Matthew King from King Wealth Advisors

Matthew King

King Wealth Advisors

San Mateo, CA
Financial Service Finance Stock
Financial Service Finance Stock
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About Us

King Wealth Advisors is a fee-only Registered Investment Advisory firm specializing in retirement & education planning, investment management, and financial coaching for individuals, businesses and non-profit organizations.

Our mission is to make the financial world understandable and accessible for individuals and organizations so that they become empowered to plan for their futures and get on a path towards achieving their goals.

How We Got Started

After spending 15 quality years at a large Bay Area investment advisory firm working with clients in a planning and investment capacity, Matt started his own firm in 2015. The inspiration for this new venture was to bring the high-level financial advice and service that high-net-worth investors receive to everyone.

Products & Services
Financial Planning
Our eight-step planning process starts by identifying our clients' financial goals. We then take inventory of current income and assets to ensure t...
Investment Management
Using the optimal asset allocation recommended by our clients' financial plans, we design a diversified portfolio of global stocks and/or bonds usi...
Financial Coaching/Consulting
Some of our clients have one-time projects for which they want to hire us. Others have specific financial questions that they want answered by a pr...
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Recommendations Given (7)
"My clients were looking for tax help in the middle of tax season. I sent them to McGuigan &..." Read more "My clients were looking for tax help in the middle of tax season. I sent them to McGuigan & McGuigan with the warning that most CPAs don't take on new clients during their busiest time of year. Mike & Matt returned their call promptly, set up a meeting, and helped them with their tax issues. They were very pleased with my referral."
"Caron makes spectacular videos for company websites that succinctly tell the story of the owner..." Read more "Caron makes spectacular videos for company websites that succinctly tell the story of the owner and their business."
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