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Featured Business Financial Advisor in Seal Beach, CA
Seal Beach Financial Advisors
My Portfolio Guide
3020 Old Ranch Parkway, Suite 300
Seal Beach, CA 90740
(888) 474-8433
“Unwavering Ethics, Superior Discipline, & Unsurpassed Value”
Advisor Profile
Matthew Pixa
Name:  Matthew Pixa
Phone Number:  (888) 474-8433
Website:  Visit Website

About My Portfolio Guide

Every financial advisor should differentiate itself from the competition but how many truly do?

As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio and how it's being managed.

Any prudent consumer should shop around and we actually encourage you to do so.

What you'll find is that no other financial services firm can beat the combination of our ethics, portfolio discipline, and fee structure. If you find one, tell us!

Along with this promise to you, here is what sets us apart:

NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION)

A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask your current advisor to provide this in writing... we will!)

INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY

FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST

LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE

ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASS INSTITUTIONAL SERVICE TEAM

ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A CUTTING EDGE TECHNOLOGY PLATFORM

A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR EACH CLIENT

PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK TOLERANCE AND GOALS

INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY STRATEGIC AND TACTICAL ASSET ALLOCATION

CUSTOMIZED INVESTMENT GUIDANCE; NO PASSIVE? BUY AND FORGET? OR BOILERPLATE SOLUTIONS

PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY, FRIENDS, AND COLLEAGUES

ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE

So... Why My Portfolio Guide? Ask yourself if your current advisor addresses and meets ALL of the above criteria?
 

General Information

States Willing to do Business in:    Alhambra,Aliso Viejo,Anaheim,Brea,Buena Park,Cerritos,Corona Del Mar,Costa Mesa,Culver City,Cypress,El Segundo,Foothill Ranch,Fountain Valley,Fullerton,Garden Grove,Huntington Beach,Irvine,La Palma,Laguna Beach,Laguna Hills,Lake Forest,Lakewood,Long Beach,Los Angeles,Manhattan Beach,Mission Viejo,Newport Beach,Newport Coast,Orange,Palos Verdes Peninsula,Placentia,Playa Del Rey,Rancho Palos Verdes,Redondo Beach,Torrance,Walnut,Westminster,Whittier,Yorba Linda,Seal Beach / Los Alamitos
I work with the following types of clients:    Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Number of Years with Current Firm:    10
Name of Custodial Firm:    TD Ameritrade Institutional
States Licensed in:    CA
Firm CRD#:    153188
CRD#:    2484827
Foreign Languages Serviced:    Conversational French and Spanish
Gender:    Male
Years of Experience in Financial Services:    22
 

Education

Academic Background
 
Master of Business Administration (MBA) , Arizona State University - W.P. Carey School of Business Bachelor of Arts, (BA) Economics California State University, Long Beach

Certified Financial Planning curriculum (CFP) New York University
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home
Investment Types:    Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments
 

Qualifications & Memberships

Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    MBA
 

Firm Information

Firm's Number of Managed Clients:    80
Firm's Number of Clients:    200
Advisor's Number of Clients:    200
Assets Managed by Advisor:    $100,000,000
Assets Managed by Firm:    $100,000,000
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee Only
Minimum Fee Charged for Managed Accounts:    $0
Fee % Based on Assets:    0.90%
 
 
 

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