Industry: 2020
KAR: 2025
Contact Us
Newport Beach, CA
Matt Day, CFP®
Wealth Advisor Associate
Contact Us
Newport Beach, CA
Start Date
Education
University of Oklahoma, B.A., Business Economics
Prior Work Experience
- Associate Wealth Strategist – Corient
- Associate Wealth Advisor – Stratos Private Wealth
Certifications and Credentials
- Certified Financial Planner®
- Series 65
What Do You Enjoy Most About Your Job?
I love building genuine, long-term relationships with my clients. Financial worries can be a heavy burden, and I find it very fulfilling to help people alleviate that pressure. I also enjoy the complexity of putting together customized financial strategies to help clients reach their goals.
What Do You Enjoy Most About Working at KARWA?
The people I get to work with. My colleagues are both high performing and totally committed to doing right by their clients. I also appreciate the way the team is interconnected to allow us to collaborate and benefit from each other’s expertise.
What Are You Involved in Outside of Work?
I prefer to spend as much time as possible with my wonderful wife, McKamie. We love to hike, travel, and volunteer in our local church. I also enjoy playing guitar and surfing local breaks in North San Diego.
How does KARWA Approach Wealth Management Differently?
KAR takes a very personal, custom approach to investment management that ensures each client is provided with a strategy uniquely tailored to them. We also have deep expertise in building detailed financial plans for clients so they can clearly understand the trajectory of their financial life along with any risks that need to be addressed.
This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.