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, with the goal of setting 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 consultant for more than 17 years. Prior to joining Wedbush in 2021, he served as a Vice President at Hilltop Securities and spent the previous five years at Morgan Stanley. 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, he is one of a very few who has the ability to take on and direct clients through the financial aspects of a divorce.

Matthew calls West LA home, where he lives with his wife Jennifer and two daughters, Alexandra and Gabriella. Outside of work, he is an avid volunteer and enjoys giving back through LA Waterkeeper as well as his daughters’ schools, Warner Elementary and WorldSpeak School. He and his family enjoy traveling abroad, live music, 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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