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Matt Day, CFP® Wealth Advisor Associate
Fun Fact
My wife studied abroad in Sevilla, Spain the last five months of our dating relationship. I surprised her by showing up and proposing.
Highlights
START DATE
Industry: 2020
KAR: 2025
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
| Q: | What Do You Enjoy Most About Your Job? |
| A: | 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. |
| Q: | What Do You Enjoy Most About Working at KARWA? |
| A: | 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. |
| Q: | What Are You Involved in Outside of Work? |
| A: | 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. |
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Contact Form for Wealth Management
*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.