Matthew  Pixa,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew Pixa, CFP®

, MBA

President, Registered Investment Advisor

My Portfolio Guide, LLC

3020 Old Ranch Parkway, Suite #300
Seal Beach, CA 90740

My Portfolio Guide, LLC

3020 Old Ranch Pkwy, Ste 300
Seal Beach, CA 90740-2751
FINANCIAL ADVISOR'S WEBSITE
(562) 799-5595 CONNECT WITH Matthew
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General

Matthew Pixa is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at My Portfolio Guide, LLC in Seal Beach, CA and the surrounding communities.

Financial Advisor Overview

My Portfolio Guide, LLC is a Registered Investment Advisory firm serving investors nationwide and currently registered in the state of California. The firm has grown organically by serving high net worth individuals and business owners using a high-touch and personal approach. Leveraging some of the strongest names in the financial services industry and numerous resources allows the firm to offer a truly unique and valuable experience to each client. After one complimentary Portfolio Review and Analysis, prospective investors quickly learn how different our approach is compared to the rest of the industry. We are not driven by sales quotas or commission goals; we are focused on taking pride in our fiduciary responsibility. We actively look to lower expenses and investment fees, and listen to what is important for each client and to what makes them unique. Matthew Pixa founded and built My Portfolio Guide after working for some of the most respected and imminent firms on Wall Street. Within the financial servces industry there is a “sea of sameness” and My Portfolio Guide aims to separate ourselves from boilerplate or "big box" advice.

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Financial Advisor Experience

26 years of professional investment and comprehensive financial planning experience.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Disclaimer

Charles Schwab

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources