Matthew Calcagno (CRD# 7138915) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has 1 year of experience in the finance industry. Matthew Calcagno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
One Degree Advisors, Inc. | San Diego, CA | Apr 2020 - Current | 4 |
Lpl Financial | San Diego, CA | Jun 2019 - Aug 2020 | 1 |
Point Loma Nazarene University | San Diego, CA | Aug 2016 - May 2020 | 3 |
Torreycove Capital Partners LLC | San Diego, CA | Jan 2019 - May 2019 | < 1 |
Jc Penney | Pleasanton, CA | May 2014 - Sep 2018 | 4 |
Alameda County District Attorney's Office | Oakland, CA | Jun 2018 - Aug 2018 | < 1 |
Valley Christian High School | Dublin, CA | Aug 2012 - May 2016 | 3 |
- CA
-
Total Assets Under Management307MILLIONS
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Total Number of Accounts1,096ACCOUNTS
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Average Account Value$279,685
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, TN, TX
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