Matt Chabot
Matt Chabot
A practical, coordinated approach to the financial decisions that become more important as life gets more complex.
About Matt
Matt Chabot brings more than a decade of experience in financial services, combining strategic insight with a client-focused approach to wealth management and financial planning. Before his career in finance, Matt played professional baseball in the San Diego Padres organization, where he developed the discipline, preparation, and teamwork he brings to client relationships today.
Matt works with individuals, families, professionals, and business owners, with particular experience helping medical professionals, attorneys, executives, athletes, educators, and entrepreneurs think through the financial decisions that often become more complicated as careers, income, and businesses grow.
Professionals
Helping medical professionals, attorneys, executives, educators, athletes, and other professionals coordinate investments, retirement planning, protection, estate considerations, and tax-aware decisions.
Business Owners
Helping owners evaluate retirement plans, employee benefits, personal diversification, continuity, succession, and the relationship between business and personal wealth.
Investment & Retirement Planning
Helping clients bring portfolio strategy, retirement goals, income planning, and risk into one broader financial picture.
Second-Perspective Planning
Working with clients who already have an advisor or manage money themselves but want another perspective on whether the pieces are coordinated.
A Personal Perspective
I do not think financial planning should feel cookie-cutter. Two people can have similar income or net worth and still have completely different priorities, families, careers, businesses, and goals.
That is why I prefer to start with a conversation. I want to understand what you are trying to accomplish, what is already working, and where the financial decisions feel unclear. Sometimes the right next step is a major change. Sometimes it is simply confirming that the current strategy makes sense.
Credentials & Experience
- More than a decade in financial services
- Former professional baseball player in the San Diego Padres organization
- Series 7, 65, and 63
- Life and Health Insurance licenses
- California Insurance License #0L05939
Start With a Conversation.
If you would like to discuss what is on your mind and whether a broader planning conversation may be useful, reach out to connect.
Schedule a Conversation