Matthew Kuhn, MBA, CFA, AIF®

Senior Vice President, Advisor, Partner

Torrance, California

Contact Matthew

Matthew helps business owners, women in transition, and retirees make informed, values-aligned financial decisions. He combines comprehensive planning, investment management, and tax awareness with clear, practical education. His work is guided by integrity and shaped by personal family experiences that inform his perspective.
Matthew brings nearly three decades of experience as a portfolio manager and advisor, serving clients through a wide range of market environments. Earlier in his career, he served more than eight years in the U.S. Air Force, separating as a captain. He earned a Bachelor of Science in Aerospace Engineering from Parks College of St. Louis University and an MBA from Wright State University. He holds the Chartered Financial Analyst (CFA®) and Accredited Investment Fiduciary® (AIF®) designations.
Matthew’s approach is steady, transparent, and goal driven. He helps clients simplify complex financial choices and coordinates strategies across investing, tax planning, and estate considerations. He believes education is essential to building confidence and long-term clarity.
Matthew is a Rotarian and an avid reader. His wife is a hospital executive; their son serves as a U.S. Air Force lieutenant, and their daughter is studying law at Harvard University.