Matt Gray, CFP®

(Pronouns: he/him/his)

As an Associate Wealth Manager, Matt is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. His primary goal is to serve as an advocate for our clients and formulate worry-free solutions.

Matt earned his bachelor’s of science in finance from California State University and his bachelor’s of arts in economics from Fresno State. Matt’s career prior to Coldstream was spent in the wealth management industry at RIAs in Denver and Seattle. He’s worked with a broad spectrum of clients ranging from young couples to families with multigenerational wealth. Matt is a Certified Financial Planner (CFP®).

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

THE MOST TREASURED THING I OWN

It would probably be my golf clubs. It’s important to live in the moment and it’s easiest for me to do that while I’m on the course.

ONE PIECE OF ADVICE

“You will get bad breaks from great shots and lucky bounces from terrible ones. The only thing you can do is accept the situation and focus on the next step.” – Bobby Jones

HOBBIES

Golf, of course, but I also love history, food, and wine. I’m most interested in how history and culture have shaped cuisine as they are incredibly intertwined. Lastly, I love that wine encourages discernment and taking a closer look (taste).