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.
About our supervising firm: Westpac Wealth Partners
WestPac Wealth Partners is a privately-held wealth management firm, founded with the intent to assist our clients in every aspect of their financial lives. Our focus centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Recognized across the nation as one of the best workplaces, we strive to translate our incredible culture into top-notch service for our clients.
To design and implement financial strategies that are process-focused and based on sound financial principles by educating clients to make smart decisions in the accumulation, protection, and enjoyment of wealth, thereby reflecting their values, love of family, and commitment to the community.
Our team consists of experienced professionals with a “hands-on” approach to financial guidance. Not only will you find our team knowledgeable, but you will also discover that we truly care about helping you build financial confidence. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to meet your goals and objectives.