Matthews Financial & insurance Solutions

Matthews Financial & Insurance Solutions is a financial planner in Oakland, CA, serving professionals with customized financial strategies focused on retirement planning, investment management, tax planning, and debt management. The firm emphasizes a consultative approach to help clients achieve long-term financial goals, simplify their financial lives, and work toward a secure, worry-free retirement. With a strong commitment to excellence and client service, the firm provides personalized guidance tailored to the unique needs of high-earning professionals. It holds a 5.00 rating based on four reviews, reflecting a high level of client satisfaction.

The firm operates with a team-based model, led by Gregory Matthews, CFP®, who has specialized in financial planning since 1995. The team prioritizes independence and objectivity, ensuring recommendations are client-focused rather than tied to specific product lines. Services are delivered through a structured process that includes planning, execution, and ongoing follow-up, with an emphasis on anticipating challenges professionals face. The firm also offers educational content on topics such as retirement contributions, tax efficiency, and behavioral finance, supporting clients in making informed decisions.

Located on Embarcadero E, the firm sits just a short distance from the Embarcadero and the British Marina, with the Dennison Street Bridge and Oakland Marinas, Central Basin nearby. It is also within a half-mile of the Nimitz Freeway, placing it in close proximity to key transportation routes and waterway access points.

The firm is recognized for its well-documented online presence and a website optimized for clarity and accessibility, supporting strong digital visibility. Its focus on client education, independence, and personalized service has established a reputation for reliability and trust within the Oakland financial services community.

Matthews Financial & Insurance Solutions stands as a trusted partner for professionals in Oakland seeking a purpose-driven, secure financial future.