Torrance, California Office
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Prior to joining EP Wealth Advisors, Matt Gale started his career as a financial advisor at Morgan Stanley, later becoming a financial consultant at Charles Schwab. It was through those experiences that Matt realized that he wanted to move into the RIA world and work as a fiduciary.
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As a wealth advisor on Derek Holman’s team, Matt will provide support in helping his clients achieve financial success along with providing tailored advisory services to clients and building relationships to help them achieve their long-term goals.
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Matt has a bachelor’s degree in economics from the University of California San Diego, and his MBA from UC Irvine. He also earned his CFP® designation.
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Outside of the office, Matt enjoys traveling, socializing, playing soccer and going on hikes with his husky/German shepherd mix, Casper.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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