Matthew Faubion, financial advisor Walnut Creek CA
96 score

Matthew Faubion

CRD Number: 6108371
Current Firm: Destination Wealth Management

Matthew Faubion (CRD# 6108371) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 5 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
Destination Wealth Management Walnut Creek, CA Nov 2016 - Current 1
Clearpath Capital Partners LLC San Mateo, CA Jul 2012 - Oct 2016 4
Xango, LLC Lehi, UT Jun 2011 - Dec 2012 1
Future Energy Savers Livermore, CA Jun 2011 - Aug 2012 1
Santa Clara County Superior Court Santa Clara, CA Jun 2010 - Aug 2012 2
San Jose State University San Jose, CA Aug 2008 - Jun 2012 3
Castlewood Country Club Pleasanton, CA Jun 2009 - Aug 2009 < 1
Aria Technologies Livermore, CA Jun 2009 - Aug 2009 < 1
Aria Technologies Livermore, CA Jun 2008 - Aug 2008 < 1
Foothill Highschool Pleasanton, CA Aug 2004 - Jun 2008 3
Any Mountain Dublin, CA Jan 2008 - Mar 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Matthew J. Faubion
Phone Number: 925-935-2900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,851
    MILLIONS
  • Total Number of Accounts
    4,038
    ACCOUNTS
  • Average Account Value
    $458,503
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

AZ, CA, CO, HI, ID, MA, MD, NC, NE, NV, NY, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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