Matthew Pixa

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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.

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General Information

Firm Start Year

2010

CRD#

2484827

Firm CRD#

153188

Name of Custodial Firm

Charles Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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

Assets Managed by Firm

$142,000,000

Advisor's Number of Clients

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

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

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Additional Detailed Disclosures
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