Matthew J. Faubion, CFP®
Matthew is a wealth advisor, wealth management services at Destination Wealth Management. He began his career working for ClearPath Capital, a boutique wealth management firm in San Francisco, as a wealth advisor associate working primarily with high net-worth technology executives and entrepreneurs. Over his time at ClearPath, he earned an Executive Certification in Financial Planning from San Francisco State University, became a CERTIFIED FINANCIAL PLANNER™ professional, and was promoted to Senior Wealth Manager. Matthew became a team leader in advancing and delivering the firms’ wealth management and planning platform to clients. Now as a level I candidate, he is pursuing the Chartered Financial Analyst (CFA) credential through the CFA Institute.
Matthew graduated with honors from San José State University with a Bachelor of Science in Economics and minor in Business. He was an executive board member of his Fraternity, Delta Upsilon, a Captain and first-team all-conference member of the Lacrosse team, as well as a Resident Advisor on campus. He spent a semester in Dublin, Ireland, studying international monetary economics coincidentally at the height of the Euro-Zone debt crisis.
Matthew grew up in Pleasanton, California, and currently resides in Walnut Creek. As a Bay area native, Matthew is a 49er Faithful, San José Sharks fanatic, and bandwagoned the Giants at some point in his childhood. In his free time, he enjoys being on the slopes, golf course, water, and going on long walks with his wife.