Schedule a meeting:
https://calendly.com/matt-manskar/request-a-30-minute-meeting
Download my contact information:
Bio
Matthew Manskar is a financial planner with Oakwood Wealth Partners. Through comprehensive planning, Matt partners with his clients first by understanding what is most important in their lives, creating a flexible plan that makes sense for their situation, and ultimately developing a long-term relationship with them. Working on a personal, holistic level allows Matt and his team to analyze any missed financial planning opportunities, then develop a dynamic strategy that leaves a lasting impact on their clients. Matt has earned the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and Chartered Retirement Planning Counselor (CRPC®). As a CFP® professional, Matt commits to the CFP Board to act as a fiduciary*, and therefore act in his client’s best interests at all times when providing financial advice. Matt is also a member of the Orange County California chapter of the Financial Planning Association (FPA) where he attends various industry events throughout the year.
Matt joined Oakwood Wealth Partners in 2020 as a registered paraplanner. In this role, Matt was tasked with facilitating investment research and conducting financial analysis for OWP. Matt started his career with Osaic Wealth (formerly Lincoln Financial Advisors) as a part of the Financial Professional Training Program. In this role, Matt worked with Osaic Wealth’s extensive network of financial professionals where he learned the foundations of creating and implementing financial plans. Matt graduated Cum Laude from California State Polytechnic University, Pomona where he received a B.S. in Business Administration with an emphasis in Finance, Real Estate, and Law. During his tenure at Cal Poly Pomona, Matt was selected to participate in the Student Managed Investment Fund (SMIF) where he performed security analysis while helping manage
the program’s two portfolios. Matt was also a four-year member of the NCAA baseball team at CPP. As a lifelong Orange County resident, Matt currently lives in Newport Beach where he enjoys spending time with friends and family, playing sports, cooking, and going to the beach when he’s not working.
*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.