Meet the Team
Matthew Horsley, CFP® , EA, CLU
Senior Relationship Manager
Matthew is a Senior Relationship Manager with Centara Capital, specializing in portfolio analysis and the development and implementation of advanced financial plans for his clients. He has a broad range of knowledge and experience in comprehensive tax planning, estate planning, insurance transactions, and investment management.
Matthew feels strongly that Centara Capital’s comprehensive approach to wealth management fits his clients ideally. “When we develop a client’s planning strategy utilizing the expertise of our Senior Director of Advanced Planning, Director of Tax Planning, and our Senior Portfolio Manager, we know that the plan that we deliver to our client will be second to none!”
Matthew is a regular commentator on Fox News in the Morning Weekend as well as a recognized speaker throughout San Diego County. He volunteers his time locally with The Children’s Hospital in the Hematology and Oncology Unit along with Meals on Wheels where he delivers meals to those in need. When not working to develop his clients’ comprehensive estate and tax plans, you will likely find him at his second office, the golf course.
Professional Designations & Licenses:
- CERTIFIED FINANCIAL PLANNER™ Professional
- Investment Advisor Representative
- Registered Representative with Centara Capital Securities
- Chartered Life Underwriter
- California Life and Health Insurance License
- California Department of Real Estate Salesperson
Education:
- 1993 University of Michigan, B.A., Finance
Affiliations:
- Board Member, San Diego Society of Financial Service Professionals
- Development Committee, San Diego Center for Children