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.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
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 |
- CA
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts90ACCOUNTS
-
Average Account Value$154,241
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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