Rebalance adds dynamic new team member - Matt Jude, CFP®, ECA - enhancing its talent and core competencies
Sacramento, Calif. — August 1, 2023 — Rebalance is pleased to announce that Matt Jude, CFP®, ECA, has joined the team of seasoned Certified Financial Planners™. Matt is an accomplished Certified Financial Planner practitioner and Equity Compensation Associate. He has over a decade of experience of financial planning and also brings to Rebalance clients a deep understanding of equity compensation (Incentive Stock Options, Restricted Stock, and Employee Stock Purchase Plans).
“We are thrilled that Matt has joined the Rebalance team, bringing our clients another level of financial advising and planning,” said Mitch Tuchman, Managing Director of Rebalance. “Matt’s expertise extends our ability to advise clients in making critical employer equity compensation decisions and how these decisions fit in the context of their overall financial plan.”
Matt works with clients who have Incentive Stock Options (ISOs) to strategically manage tax treatment when selling these shares. He also advises individuals who have private company ISOs and restricted stock. As a Certified Financial Planner, Matt integrates this equity compensation into clients’ financial plans, tax planning, and cash flow analysis.
“I look forward to helping individuals with equity compensation and assessing how these assets fit into their overall financial plan,” said Matt Jude. “I am excited to help clients in this rewarding profession of financial planning, alongside the incredibly talented team at Rebalance.”
Matt graduated from California Polytechnic State University, where he earned a BS in Business Administration, with a Concentration in Financial Management. In addition, he attended UC Berkeley, and completed a Post-Baccalaureate program in Counseling and Psychology.
Both professionally and personally, Matt has exemplified a disciplined work ethic. Starting at age 4, Matt spent long hours in the swimming pool. He went on to become a NCAA Division 1 swimmer at Cal Poly, specializing in freestyle. A native of Seattle, Matt currently calls Sacramento home, where he resides with his wife, Morgan, and their two dogs.
For more information about Matt and Rebalance, visit https://www.rebalance360.com/team-member/matt-jude/
Rebalance is an award-winning investment firm that provides its clients with access to a fundamentally different and better set of investment options. For individual consumers, Rebalance360 combines world-class investing, financial planning, and personalized advice into a powerful and transformative approach to wealth management. Small business clients trust the firm’s Better K offering to help them reduce their 401(k) fees by up to 50%, improve employee participation, and “bring alive” employer-based retirement savings plans.
The Rebalance Investment Committee is anchored by four of the most respected experts in the finance world: Professor Emeritus Burton Malkiel, the world-renowned Senior Economist at Princeton University and author of A Random Walk Down Wall Street; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; Jay Vivian, the former Managing Director of IBM’s $100+ billion in retirement investment funds for more than 300,000 employees worldwide; and Kristi Craig, CFA, the first-ever Chief Investment Officer of the National Geographic Society, where she oversees a $1.4 billion endowment.
Rebalance is headquartered in Bethesda, Md. and Palo Alto, Calif., and currently manages more than 600 clients with more than $1 billion in financial assets under management. In 2018, Rebalance earned the Schwab Pacesetter IMPACT Award™ for Innovation and Growth.