Guiding our community to make dreams a reality for generations to come by providing hope, connections, and possibilities.
We know your worth! At Elite Tax Partners, our team is driven by the connections we build with our clients and the positive impact we make in our community. We work hand in hand with our clients to navigate the world of accounting, giving back the gifts of time and financial peace of mind.
A+ Client Characteristics
Matthew J. Anderson, CFP®, AIF®, EA*
Senior Wealth Advisor
Matt Anderson is the Senior Wealth Advisor at TCG Hub Advisors and Elite Tax Partner’s Wealth Advisory referral partner. Matt was the Senior Advisor of Wealth Management Consulting at 1st Global in Dallas TX. He has over 14 years of financial services industry experience, including financial and tax planning, business development, investments, trading, education and insurance.
Matt has held positions with both major publicly traded investment firms as well as family offices. He is also an adjunct professor of financial planning and investment markets at The University of California, San Diego (UCSD).
He is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary, as well as an Enrolled Agent who may represent taxpayers before the IRS. Matt attended undergrad and grad school at San Diego State University (SDSU) as well as extended studies at Oxford University.
In Matt's free time he enjoys travelling, cooking, playing golf and spending quality time with his beautiful wife Jenny and strapping young boys Connor and Finn.
Director of First Impressions
Culture & Operations Leader
Visit our Temecula Office
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