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Bio
Matthew Manskar, CFP® is a financial planner with Oakwood Wealth Partners who helps professionals, families, and retirees navigate financial decisions with confidence. He integrates retirement, investment, tax, and estate planning strategies into coordinated financial plans that bring clarity and structure to his clients’ lives. His approach defines priorities, evaluates tradeoffs, and aligns recommendations with long-term financial goals.
Matt is a CERTIFIED FINANCIAL PLANNER™ professional and a fiduciary* when providing financial advice, committed to acting in his clients’ best interests.
Prior to joining Oakwood Wealth Partners in 2020, Matt graduated cum laude from California State Polytechnic University, Pomona with a B.S. in Business Administration, concentrating in Finance, Real Estate, and Law. He was also a four-year member of the NCAA baseball team.
Matt lives in Orange County with his wife, Sydney, and they enjoy staying active, going to the beach, and spending time with family and friends.
*To the extent that I am providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an Osaic FA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, I am acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.