Matthew Mullowney, CPFA
To better serve his corporate customers and business owners, he obtained a CPFA-Certified Plan Fiduciary Adviser designation. This advanced designation helps him, and his clients understand the fiduciary relationship and responsibilities of the business owner to their employees. Matthew has a passion for thoroughly educating the employers and employees with the knowledge needed to make prudent investment decisions for their future.
Matthew believes in providing solutions-driven advice to his individual and family-based clients by using The Bucket Plan® approach to their household. This positions their assets to grow and protect the family now and into the future.
Matthew resides in the beautiful Napa, California with his wife Leslie, and two children, Lucy and Caroline. As a former chef, he spends a lot of time cooking for friends and family while enjoying the fruits of Napa Valley.
Vintage Wealth Advisors | 700 Main Street, Suite 305, Napa, CA 94559 | PH: 707.492.5100 | F: 1-877-787-5499