Matthew Trueworthy

I've always been motivated by one simple thing: helping people. There's something genuinely exciting about watching someone figure out how to build a retirement plan that actually works for their life—and then seeing them follow through on it year after year. Over my ten years in this industry, I've learned that the best part of this work isn't the investments or the strategies. It's the people. It's hearing your story, understanding how you got to where you are today, and then figuring out together where you want to go next.

I grew up in Visalia, California, in the kind of small town where everyone knows everyone. That tight-knit community shaped who I am, and it's how I approach my work. When you call with a question, I pick up. When you need an answer, I don't stop until I find it. I treat every client the way I'd treat my own family—because reliability and consistency matter, especially when it comes to your financial future.

Outside the office, you'll find me on the golf course, working in the yard (there's something therapeutic about mowing and keeping everything looking right), or spending time with my wife, Meade, and our two kids, Carson and Belle. Family comes first for me—at home and here. I'm always available when you need me, and I'm always willing to help.