Matt Kay, CFP

Specialties

Financial Planner, Investment Planner, Retirement Planner, Insurance Advisor, Financial Consultant, Financial Advisor.

Matt Kay has lived in the San Francisco Bay Are all if his life except for the years he spent in college at California State University, Chico. In 1997, on the advice of a good friend and encouragement from family, Matt entered the financial planning field to help others with their financial planning needs. Matt has been with David White and Associates since starting in the business and feels it’s the best decision he could have made for himself and his clients. Matt’s philosophy is, «It’s easy to do well when you always put the client’s needs before your own and let the situation dictate the advice.»

Meet the Manager

Matt K.

Manager

Matt Kay has lived in the San Francisco Bay Are all if his life except for the years he spent in college at California State University, Chico. In 1997, on the advice of a good friend and encouragement from family, Matt entered the financial planning field to help others with their financial planning needs. Matt has been with David White and Associates since starting in the business and feels it’s the best decision he could have made for himself and his clients. Matt’s philosophy is, «It’s easy to do well when you always put the client’s needs before your own and let the situation dictate the advice.»