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 rigorous financial planning process with an immense amount of integrity, transparency, and always sets his clients up for maximum success. As one of a select few in the Southern California region, 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. What really sets Matthew apart is his specialty in divorce finance. As a CDFA, Matthew is one of a very few who has the ability to take on and direct clients through the financial aspects of a divorce.

Mathew 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.

SPECIALIZATIONS

• Divorce Finance
• Financial Planning
• Retirement Planning

Credentials

• Certified Divorce Financial Analyst
• Series 7, 63 and 65 securities licenses
• Bachelor of Science degree in Criminology and English – Florida State University
• Licensed in six states – AZ, CA, FL, NV, OR, WA
• Insurance License #0B67335

Mission Statement