Meet the Team
Matthew Poole
Relationship Manager
Matt has enjoyed over a decade of professional experience, both in corporate and personal finance as an analyst and advisor. Prior to joining Centara Capital in 2009, Matt was a Vice President with a large investment and insurance firm in San Diego where he managed a team of financial professionals while maintaining a personal client base. Matt is excited to provide his clients with the expanded scope of services and enhanced financial planning model Centara employs.
As a two-sport athlete in college, Matt learned the importance of teamwork in accomplishing goals. He applies this method in business as he now guides a team of experts to provide his clients with an objective and holistic analysis of their financial situation. This team approach produces a level of service that in his opinion is unparalleled.
Matt is currently enrolled in the Boston University Institute of Finance curriculum, necessary to earn his CERTIFIED FINANCIAL PLANNER™ designation.
Professional Designations & Licenses:
- Registered Principal with Centara Capital Securities
- Investment Advisor Representative
- Registered Representative with Centara Capital Securities
- California Life and Health Insurance License
Education:
- 2001 St. Mary’s College, M.A., Business Management