Matthew Faubion, financial advisor Dublin CA

Matthew Faubion

CRD Number: 6108371
Current Firm: Faubion Wealth Management LLC

Matthew Faubion (CRD# 6108371) is an Investment Advisor Representative working at Faubion Wealth Management LLC in Dublin, CA and has over 11 years of experience in the finance industry. Matthew Faubion 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.

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Professional Designations
Company Name Location Dates Years
Faubion Wealth Management LLC Walnut Creek, CA May 2020 - Current 3
Origin Financial San Francisco, CA May 2022 - Jan 2023 < 1
Catalyst Private Wealth, LLC San Francisco, CA Jun 2019 - Apr 2020 < 1
Destination Wealth Management Walnut Creek, CA Nov 2016 - May 2019 2
Clearpath Capital Partners LLC San Mateo, CA Jun 2012 - Oct 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Matthew J. Faubion
Phone Number: (925) 322-2450
Registered State(s):
  • CA
  • TX
Current Firm Details
Faubion Wealth Management LLC
Firm's CRD Number: 309318
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $154,241
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, TX

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