Matthew Kuhn, MBA, CFA, AIF®

California State Icon South Bay, California
Senior Vice President/Partner
Chartered Financial Analyst
Accredited Investment Fiduciary®
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About Matthew

Matthew Kuhn (“Matt”) is a Senior Vice President/Partner with EP Wealth Advisors. His own family’s experiences originally fueled his passion to provide advice with integrity and to educate clients – especially business owners, women in transition and retirees – so they can make informed decisions about their finances. Matthew was in the Air Force and studying for his engineering master’s degree when his father passed away at the much-too-young age of 54. When his mother entrusted the life insurance proceeds and what little money they had to a family friend in the investment field, the results ended up benefitting the friend more than his mother. This life-changing experience persuaded Matthew to halt his engineering studies and instead turned to business, where he earned an MBA. Prior to joining EP Wealth, Matthew served as a portfolio manager and personal wealth advisor with Harris Financial Advisors, Inc. for 28 years, after leaving the Air Force as a captain following more than eight years of service. He earned a B.S. in Aerospace Engineering from Parks College – St. Louis University, and his MBA at Wright State University. Matthew’s wife is a hospital executive, his son now serves as an Air Force Lieutenant, and his daughter studies law at Harvard/Cambridge. Matthew is a Rotarian, and enjoys reading in his spare time.

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Education

Parks College – St. Louis University

How can Matthew help?

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Matthew works in our South Bay office in California, see their office information here.
South Bay Office

Financial Tip

Ask questions – it’s your money.