Matthew Theal, CFP®
Turn Your Retirement Savings into Retirement Income
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RPA Wealth Management
Matthew Theal, CFP®
Claremont, CA
Serving Clients Nationwide
Turn Your Retirement Savings into Retirement Income
Areas of Focus
- Education Funding
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
About Matthew Theal, CFP®
Matthew Theal grew up with a passion for investing. He opened his first investment account at age 16, went to college for a degree in finance, and moved to New York City to work in the nation’s investing epicenter. But even though he gained invaluable career experience in NYC, he didn’t see the East Coast as his home.Today, Matthew is back in California and helping RPA’s clients achieve their vision for the future. He thrives on the educational aspect of his work as a financial planner, combining it with his experience in investment analysis, trading, and portfolio management. As one of the owners, he has worked alongside the founder to build the business and has loved the experience from day one, particularly the direct impact he gets to have on clients’ lives. To that end, Matthew went back to school and attained the CERTIFIED FINANCIAL PLANNER™ designation.
When Matthew’s not in the office, the former hockey player is often immersed in sports—attending games and competing in fantasy leagues. He and his wife live in L.A., where they like to try out new restaurants, enjoy natural wine, attend yoga classes, and hold premium-TV nights. A lover of routine, Matthew enjoys a breakfast of scrambled eggs, black beans, and coffee every day.
FUN FACTS ABOUT MATTHEW THEAL:
🏌️♂️Dislikes playing golf with people who take too many practice swings.
👨👩👧 Is a girl dad.
🍷 Prefers French over California wine.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
Primary Location
419 Yale Ave, Claremont, CA 91711
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary 30-minute phone consultation. Are we a good fit? Answering that question is the primary goal of this phone call. During this phone call, you will learn more about RPA Wealth's services and we will discuss how we could help achieve your goals.Offers Investment Management
Yes
About RPA Wealth Management
We founded RPA Wealth Management to help each of our clients achieve their unique vision for life. Because of this, we don’t offer cookie-cutter anything. Instead, we work with you to craft the personalized financial and investment strategies that help get you where you want to go in life.Our commitment to putting you first means you’re our boss. We don’t work for any company, and we don’t get commissions. We are an independent, fee-only Registered Investment Advisor for one reason: It builds a relationship with you based on integrity and sincerity, so you always know what you’re getting and why.
Our advisory firm offers:
✅ A one-on-one relationship with a financial advisor and the expertise of a team
✅ A long-term perspective to helping our clients achieve their goals
✅ Expertise of financial professionals including the CERTIFIED FINANCIAL PLANNER™ designation
✅ Carefully vetted technology to help clients achieve financial clarity and make informed decisions
✅ Flexible service tiers to help meet clients where they are in life
Headquartered in Claremont, we also offer meeting locations in Rancho Cucamonga, Los Angeles, Irvine, Pasadena, and Redlands, as well as online.
Education
California State Polytechnic University-Pomona, B.S., Finance
Hobbies and Interests
- Eating Out
- Family
- Golf
- Hockey
- Sports
- Television
- Wine
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Living in Retirement
- Parents
- Physicians
- Young Families
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