Matthew A. Wollmann, CDFA®

Biography

Achieving peak financial well-being for his clients is at the center of Matthew’s business philosophy. He employs a process focused on financial planning, valuing integrity, transparency high with a client-focused approach. Matthew is a Certified Divorce Financial Analyst (“CDFA®”) who works with couples and their representatives to navigate the often-difficult financial aspects of divorce.

Matthew has been a financial advisor for more than 12 years. Prior to joining Wedbush in 2021, Matthew served as a Vice President at Hilltop Securities and spent the previous five years at Morgan Stanley as a financial advisor. He started his career in finance at M.L. Stern. Matthew customizes financial and retirement plans for individuals and corporations and tailors each plan to the needs of his clients. Through the planning process, Matthew gains an in-depth understanding of the client’s financial and personal goals which ultimately allows each client to make informed decisions about their finances and future. Matthrew focused on divorce finance and as a CDFA is able to speak to financial implications of a divorce.

Matthew calls Santa Monica home, where he lives with his wife Jennifer. Outside of work, Matthew is an avid volunteer and enjoys giving back to his community at the Los Angeles Foodbank and The Jewish Federation of Greater Los Angeles. He and his wife enjoy spending time with their daughter, traveling abroad, taking cooking classes and hiking.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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