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Matt Faubion, CFP®

Helping Tech Execs & Founders With Equity Comp | Wealth Manager | Founder “Don’t vest and forget”

Matt Faubion, CFP® is the founder and wealth manager of Faubion Wealth Management (FWM), a registered investment advisory firm based in the San Francisco Bay Area.12 As a Certified Financial Planner™ professional, Matt specializes in serving tech founders, executives, and entrepreneurs with comprehensive wealth planning and investment management services.23

Professional Background

Matt has over a decade of experience in the financial industry.1 His career path includes:

  • Starting as a Wealth Advisor Associate at a boutique wealth management firm in San Francisco
  • Working as a Senior Wealth Manager, specializing in high-net-worth technology entrepreneurs
  • Joining a nationally recognized financial planning firm in Walnut Creek, CA
  • Serving as a Wealth Strategist and Partner at a start-up wealth management firm in San Francisco

Education and Credentials

  • B.S. in Economics with a Minor in Business (Honors) from San José State University
  • Executive Certificate in Financial Planning from San Francisco State University
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • Passed the Chartered Financial Analyst (CFA) Level 1 Exam in the 90th percentile1

Faubion Wealth Management

Matt founded FWM to provide fiduciary advice to the next generation of wealth generators. The firm emphasizes:

  • Fee-for-service wealth planning without commissions
  • No account minimums
  • Virtual services
  • A sworn fiduciary approach, putting clients' interests first
  • Customized wealth strategies based on in-depth client understanding1

Personal

Matt is a Bay Area native, currently residing in Dublin with his wife and pets. He enjoys following local sports teams, volunteering, music, outdoor activities, and traveling.1

Highlights

Jul 16 · x.com
Matt Faubion, CFP® (@FaubWealth) / X

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Matt Faubion, CFP®
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Location

Dublin, California, United States