My name is Matthew Shiney, a financial advisor who has earned the CFP®, ChFC®, and RICP®, certifications. I work with my clients by prioritizing, formalizing and organizing their financial goals. We want to help our clients align their money with their sense of purpose. I am passionate about providing my clients with a sense of clarity and insight into their current situation and a road map to hel
p them achieve their dreams. In particular, I focus on supporting people who are navigating major life transitions like the death of a loved one, divorce, retiring from work or the sale of a business. When my father passed away unexpectedly, being able to serve my mother during this emotionally and financially fraught time helped crystallize the meaningful work we do for our clients. When your head is spinning with all the potential options to choose from, I want to be able to walk by your side to help find the right path for you. I grew up in Southern California, 45 minutes west of Los Angeles, and graduated from Westmont College in beautiful Santa Barbara with a bachelor's degree in economics/business and political science. My previous work experience includes investment management, commercial lending and title and escrow sales. I moved to Humboldt County in January 2017. My lovely bride, Rachel, has deep roots here. Both sides of her family have been in the area for at least five generations. The tremendous sense of community, plethora of outdoor activities and absence of traffic are some of the reasons I have fallen in love with Humboldt. We are parents to the sweetest little girls, Madison and Claire. I enjoy scuba diving, backpacking, reading and professional sports. I want to understand what is important to you. Reach out to me today, and I will help you create personalized strategies to achieve your goals using our established process, and I will work with you throughout your life to help keep you on track.
