Matt Callahan, CFP® Matt Callahan, CFP®

Wealth Manager

Matt Callahan is a Wealth Manager at Seaside Wealth Management. He has an extensive background in financial planning which includes a focus on investment management and portfolio construction. Matt has found his passion which is helping people, and their families achieve their financial goals. Read More

Matt Callahan, CFP®
Wealth Manager

Matt Callahan is a Wealth Manager at Seaside Wealth Management. He has an extensive background in financial planning which includes a focus on investment management and portfolio construction. Matt has found his passion which is helping people, and their families achieve their financial goals.

He believes that, in order to best serve clients, educating himself was the best place to start. Matt graduated with a Bachelor of Business Administration with a concentration in Finance from the University of New Mexico, and then went on to pursue the Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER™ designations.

What Matt enjoys most about his career is building lasting relationships with clients, creating financial peace in a complex world, and seeing the financial plan come to life on the way to and through retirement. Matt moved to California to join the team at Seaside Wealth Management, and says the sunshine tax is absolutely worth it. In his spare time he enjoys spending time with family and friends, staying active, being outdoors, golfing, and traveling to new places.