Matthew Belardes Wealth Management Specialist at Capital Growth in San Diego

Matthew Belardes

Wealth Management Specialist
Wealth Management

San Diego, California
CFA®, CFP®

Matthew Belardes Wealth Management Specialist at Capital Growth in San Diego

ADVISOR
SINCE 2008

"high-quality, straight-forward & comprehensive wealth management."

Mission Statement

I provide clients with high-quality, straightforward, and comprehensive wealth management strategies.

My Background

In 2008, I moved to San Diego to attend the evening program at the University of San Diego School of Law and worked during the day for the Private Wealth Management division of Morgan Stanley. After spending some time at Credit Suisse Private Bank and Wells Fargo Advisors, I chose to leave the traditional mega-corporate financial firms for a small independent financial firm, Capital Growth, Inc., where I have the flexibility to make my vision of what I believe clients deserve from a wealth adviser become a reality. 

Augmenting my experience and education through the achievement of the Chartered Financial Analyst and Certified Financial Planner designations, I am committed to providing clients with the highest levels of ethical and professional standards they should expect of those from whom they seek legal, financial, and investment advice.

Experience

    • Wells Fargo Advisors
    • Credit Suisse Private Bank
    • Morgan Stanley

Education

    • Juris Doctor, University of San Diego School of Law
    • B.A. Political Science – UC Riverside
    • B.S. Business Administration – UC Riverside

Designations

    • CFA® – Chartered Financial Analyst
    • CFP® – Certified Financial Planner
    • Member California Bar Association #326455

About Me

I am an avid reader of books, especially political theory and history. This helps me understand and interpret changing patterns in markets and our society as well as how they may or may not impact the lives of our clients. When not at the office I am usually hanging out at home or at the beach with my wife, Aysen. I have traveled to all 50 states and around the world once. 

Capital Insights

From My Column...

06 Blog

Investment Insights from Matthew Belardes

Estate Planning: A Webinar Recap

Despite popular belief, estate planning is not just for the wealthy or elderly. Furthermore, certain assets aren’t automatically passed down to the spouse or kids without hassle.

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