Orange County, California Office

18301 Von Karman Ave
Suite 1050
Irvine, CA 92612

Phone: (949) 247-2067

Fax: (949) 247-7016

Ethan G. Matkin

Ethan G. Matkin, MBA, CFP®

Wealth Advisor

Orange County, California

  • Ethan’s experience includes insurance, investments, and financial planning.

  • Previously held positions include Vice President at Alpha Cubed Investments, LLC, Financial Advisor at Capstone Partners Financial and Insurance Services, Wealth Advisor at The Certus Financial Group, and Associate Vice President at Merrill Lynch.

  • Ethan recently received his MBA in Financial Planning from California Lutheran University. Additionally, he graduated from University of Southern California, earning a B.A. in History. He holds the CERTIFIED FINANCIAL PLANNER™ designation.

  • When he’s not working, Ethan likes to spend time with family and friends. He enjoys running, playing tennis, and getting out on the golf course. He was an avid soccer player until recently sidelined from competition by a knee injury. Ethan remains in the game as a licensed coach for AYSO under 8 Boys in Corona Del Mar, where he’s the looking forward to his fourth season as head coach.


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.

Learn the essential steps to set up a...

Learn the steps to setting up a 401(k)...