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Paladin Research Report For:

Matthew Pixa

My Portfolio Guide, LLC

CFP®
3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
562-799-5595

About Matthew Pixa

Matthew V. Pixa is the President and founder of My Portfolio Guide, LLC. Matt Pixa grew up in the San Francisco Bay Area and at a very young age learned from a World War II Veteran father who grew up in the Great Depression that money and resources are to be managed prudently. Matt's curiosity and passion for investing was further sparked during the stock market crash of 1987. Being a new investor without any guidance and coupled with the dramatic events of that period, an interest and passion for becoming a student of the markets was born. Matt studied Economics and earned a Bachelor's degree while also competing as a student-athlete for California State University Long Beach. After advancing his career for 12 years he decided to return to graduate school and further his business and finance education by earning an MBA from the W.P. Carey School of Business at Arizona State University. Matt is a proud holder of the CFP® Certification and is a CERTIFIED FINANCIAL PLANNER®. Matt Pixa lives in Seal Beach, CA with his wife Cecilia, daughter Isabel, and son Lance. As a family the Pixas are involved in several Orange County charities, through their church at Saint Joseph, and with several non-profits such as Care for the Poor and Taller San Jose. Matt enjoys coaching youth sports for his children's teams and also competes in Ironman triathlons as a way to stay fit, disciplined, and blow off any left over energy.

See Disclosures

General Information

Firm Start Year
  • 2010
CRD#
  • 2484827
Firm CRD#
  • 153188
Name of Custodial Firm
  • Charles Schwab
States Licensed in
  • CA
Years of Experience in Financial Services
  • 26
Number of Years with Current Firm
  • 15
Work with the following types of clients
  • Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
  • French, Spanish
Advisory Services Provided
  • Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 65

Firm Information

Firm's Number of Clients
  • 125
Assets Managed by Firm
  • $142,000,000
Advisor's Number of Clients
  • 125
Assets Managed by Advisor
  • $142,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets, Hourly, Flat Fee
Fee % Based on Assets
  • 0.90%
Minimum Fee Charged for Managed Accounts
  • $0

Education

MBA (Masters in Business Administration) - Business Administration

Arizona State University

Bachelors - Economics

California State University, Long Beach

Certified Financial Planner - Financial Planning

UCLA
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Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1874791/paladinregistry-My-Portfolio-Guide,-LLC-detailed-disclosure.html