Meet Matthew
Matthew Mullaly
Senior Vice President
Matthew@AlteriWealth.com
805.809.0404
Matthew Mullaly is a seasoned Senior Vice President at Alteri Wealth, with over four decades of experience in the wealth management space. With a focus on providing personalized guidance to businesses and high-net-worth individuals, Matt assists his clients in making well-informed decisions aligned with their unique priorities and interests. He is dedicated to fostering long-term success by connecting clients with tailored financial solutions that address their specific goals and needs.
Matt's experience encompasses various areas, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services.
By understanding his clients' primary objectives, he develops comprehensive financial strategies aimed at helping them achieve their desired outcomes while safeguarding and growing their wealth for future generations.
Having embarked on his financial services journey in 1980 and after serving as a financial advisor at Merrill Lynch for over four decades until 2024, Matt transitioned to Alteri Wealth seeking greater access to fiduciary services. His decision to join the team reflects his commitment to delivering holistic financial solutions that better cater to the needs of his clients, their families, and their businesses.
Matt holds a bachelor's degree from Golden Gate University and an MBA from California Lutheran University. Beyond his professional achievements, he finds fulfillment in his family life, being married to his wife Cynthia and cherishing his four adult children and thirteen grandchildren. He also dedicates his time to volunteering in his church and community. An avid Rams fan and a proficient Black Belt in Kung Fu San Soo, Matt enjoys unwinding by grilling, watching football and spending quality time with his loved ones.
