Matthew J. Anderson, CFP®, AIF®, EA
Senior Wealth Advisor
Matt Anderson is the Senior Wealth Advisor at TCG Advisory Services and Elite Tax Services. Before joining us, Matt was the Senior Advisor of Wealth Management Consulting at 1st Global in Dallas TX. He has over 14 years 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.
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