Matt Fannin, CFP®

Matt Fannin, CFP®

Financial Advisor

Financial planning and investing have been passions of Matt's since he was 14 years old. Matt considers it a blessing to be able to help so many people pursue their dreams, work toward their goals and in general just have confidence regarding their finances. On a personal level, Matt has three young children. Matt's favorite thing to do is to spend time with his kids. Outside of that, he enjoys golf, running, cycling and reading, as well as teaching classes on finance or world religion.

COMMUNITY

Matt has been involved in many community service activities, including Active 20/30 and The Rotary Club of Santa Rosa.  He was named Rotarian of the Year for 2015-2016 for his service to the Club.  He is also active in his church and several community groups. In addition he enjoys facilitating the Financial Peace University™ course created by Dave Ramsey, and has led over 600 students through this program over the past 10 years.

MY APPROACH

Whether someone is looking for hourly advice, ongoing consulting, or investment management, Matt can work with them on a consistent basis to help make sense of the complicated financial world we live in. Being a fully independent consultant allows him to be sure that the client's interests are always paramount.

WHERE I CAME FROM

From 1998 to 2012 Matt owned and operated a franchise of Ameriprise Financial, Inc. In 2012 Matt made the step of moving to full independence by helping to create Alpha Wealth Management & Planning, LLC. This allows Matt the freedom to find the most appropriate mix of offerings for each of his clients.

QUALIFICATIONS

  • CERTIFIED FINANCIAL PLANNER practitioner™
  • Bachelors of Science degree in Business Management

CA Insurance Lic # 0C56438

Phone 707.524.7523