Office: (858) 242-5808Mobile: (619) 398-5178
As a Managing Partner for Pacific Advisors, Matthew Shipman is responsible for managing the APG team (Advisor Performance Group), leading our wealth management team and overseeing our compliance team. Matt is tasked with growing the investment and advisory services division, which currently manages over $4 billion dollars in assets administered.
In addition to Matt’s leadership roles, Matt is a practitioner and he and his team help serve successful individuals and business owners that are close to, at or have entered retirement. Matt and his team specialize in creating individually designed, tax-efficient retirement income strategies. He has presented retirement strategies to executives, managers and employees of leading technology, bioscience, architectural, and pharmaceutical companies.
Matt joined Pacific Advisors as a Managing Partner in February of 2013. Prior to joining the firm, he was a Senior Vice President with the Pollakov Financial Group (a MassMutual Agency) where, in addition to serving his personal clients, he spent ten years leading the training and development team.
Matt participates in multiple charitable organizations such as Bikes for Kids, Huntington’s Disease Society of San Diego, Meals on Wheels of San Diego, and the National Multiple Sclerosis Society.
He earned his bachelor’s degree in Finance from the Bristol Business School in Bristol, England and studied Entrepreneurship and Strategic Management at the University of North Texas.
When Matt is not servicing his clients and advisors, he is spending time with his wife, Alexandra, their son, Wyatt.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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CA Insurance License #0E28318, Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N Indian Hill Blvd, Claremont CA, 91711, 909-447-8215. Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.