Elevated Wealth Management

Protect  •  Invest  •  Achieve
 

Strategies for your Business and Family

We focus on strategies for your business, your family, successful entrepreneurs, professionals, executives, medical professionals, attorneys, estates, artists and professional athletes.

 

About Matt Fallesen, MBA

I come from a diverse background as a performer, educator and entrepreneur. My passions are music, education and financial strategy. I love bringing the gift of music to an audience, teaching people how to become their best selves and helping people reach their financial goals. I'm also the Founder/CEO of Redy U, a life skills education company.*

With over 10 years of experience in the financial services industry and 20 years as an educator and professional singer, I have the knowledge and unique perspective to work with you on your life's journey and solve problems using creative, personalized strategies. Bottom line, I see things differently than the average financial advisor and I'm in a position to help you build your wealth and realize your dreams.

My educational background includes a Master of Music degree, an MBA in global business, the Series 7 and 66 securities licenses, insurance licenses and over 10 years as a college professor in music, business, philosophy, critical thinking and personal finance. I've partnered with WestPac Wealth Partners out of San Diego to help serve my clients in a deeper way and provide elevated resources from a wealth management standpoint.

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Contact

27450 Ynez Rd, Suite 212

Temecula, CA 92591

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