Jan Matthews, California Licensed Fiduciary

Specialties

Coastal Daily Money Management assists seniors, busy professionals and disabled people with navigating their daily finances. We provide a variety of services such as creating a budget, paying bills and staying organized. We assist people with implementing financial plans into their daily lives.

History

Established in 2014.

Jan Matthews, owner of Coastal Daily Money Management, LLC, has been helping people for over 26 years with their daily finances as a bank manager and community financial educator. She has worked with trust attorneys and fiduciaries and has resources in the senior care community. She has her real estate license and has property management experience. She enjoys assisting people save time and money!

Meet the Business Owner

Jan M.

Business Owner

*Member of American Association of Daily Money Managers

*Bachelor’s of Science Degree, Consumer Sciences, Cal Poly, Pomona

*Over 26 years of bank management experience

*Financial Educator for ages preschool to senior citizens

*Trust Services

*Real Estate Licensee

*Property Management

*Experience in working with Social Security, PERS, VA and multiple insurance agencies to resolve issues​

*Volunteer — Encinitas Rotary, Alzheimer’s Association Advocate, local San Diego County Schools and numerous non profit organizations