Matt Jude brings deep financial planning expertise to Rebalance. As a seasoned CERTIFIED FINANCIAL PLANNER™ professional, CFP®, and Equity Compensation Associate, ECA, he strategically advises clients with employment benefits such as restricted stock, incentive stock options and employee stock purchase plans (among others). He specializes in optimizing financial plans, tax harvesting and trading as well.
Prior to working in the world of wealth management, Matt was a group health insurance analyst and advisor. Within this role, he specialized in strategic plan design and employer and employee education.
Matt graduated from California Polytechnic State University, where he earned a BS in Business Administration, with a Concentration in Financial Management, and UC Berkeley, where he attended a Post-Baccalaureate program in Counseling and Psychology.
He has spent many hours of his life in the pool starting at age 4. Impressively, Matt was a NCAA Division 1 swimmer at Cal Poly, specializing in freestyle. The discipline, competition and drive that this level of collegiate swimming requires has been a constant thread throughout his professional background as well.
Matt, a native of Seattle, currently calls Sacramento home, where he resides with his wife, Morgan, and their two labs, Yello and Blue. Morgan is an MD and current resident of the Neurological Surgery at the UC Davis Medical Center.