wiseradvisor

Matthew Pixa
My Portfolio Guide

Tel: (562) 799-5595
3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

Unwavering Ethics, Superior Discipline, & Unsurpassed Value

My Portfolio Guide | Financial Advisor in Seal Beach ,CA

About My Portfolio Guide

Every financial advisor should differentiate itself from the competition but how many truly do?

As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio and how it's being managed.

Any prudent consumer should shop around and we actually encourage you to do so.

What you'll find is that no other financial services firm can beat the combination of our ethics, portfolio discipline, and fee structure. If you find one, tell us!

Along with this promise to you, here is what sets us apart:

NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION)

A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask your current advisor to provide this in writing... we will!)

INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY

FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST

LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE

ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASS INSTITUTIONAL SERVICE TEAM

ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A CUTTING EDGE TECHNOLOGY PLATFORM

A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR EACH CLIENT

PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK TOLERANCE AND GOALS

INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY STRATEGIC AND TACTICAL ASSET ALLOCATION

CUSTOMIZED INVESTMENT GUIDANCE; NO PASSIVE? BUY AND FORGET? OR BOILERPLATE SOLUTIONS

PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY, FRIENDS, AND COLLEAGUES

ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE

So... Why My Portfolio Guide? Ask yourself if your current advisor addresses and meets ALL of the above criteria?


General Information

Name of Custodial Firm:   TD Ameritrade Institutional
States Licensed in:   CA
Number of Years with Current Firm:   10
I work with the following types of clients:   Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors
Foreign Languages Serviced:   Conversational French and Spanish


Services

Investment Types:   Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments
I can meet clients in the following ways:   Via email, Via phone, At my office, At your home, At your office


Qualifications & Memberships

Firm Information

Firm's Number of Clients:   200
Firm's Number of Managed Clients:   80
Assets Managed by Firm:   $100,000,000
Advisor's Number of Clients:   200
Assets Managed by Advisor:   $100,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Fee % Based on Assets:   0.90%
Minimum Fee Charged for Managed Accounts:   $0


Board Positions

Organization:  St Jude
Position :  Finance Committee
Organization:  Seal Beach Chamber of Commerce  seal Beach, CA
Position :  Board of Directors
Organization:  Beach Cities Business Group  Seal Beach, CA
Position :  Founder

Education

MBA (Masters in Business Administration) - Business Administration  Arizona State University - Tempe, AZ
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Bachelors  - Economics  California State University, Long Beach - Long Beach, CA
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Certified Financial Planner  - Financial Planning   UCLA - Los Angeles
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Faqs

  • Do you have a customer satisfaction or refund policy? We guarantee to match or beat your current advisor's fees by 25% or more!
  • What are your qualifications? What is your education background? I have 24 years of professional experience and have worked at several of the top firms on Wall Street. I earned a Bachelor in Economics at Cal State University, Long Beach. I earned a Master of Business Administration (MBA) at Arizona State University. Lastly, I am continually advancing my skills with coursework such as the Certified Financial Planner (CFP) curriculum via New York University.
  • What is your approach to financial planning? First and foremost I truly use my ears before I use my mouth. The most important factor in quality financial planning is to fully understand the goals of the client. For more details on our process, please visit our website at www.myportfolioguide.com
  • What services do you offer? Investment Management, Retirement Planning, Comprehensive Financial Planning, and Investor Education
  • How many clients do you currently manage? 200
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Matthew Pixa

Matthew Pixa

MBA

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 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.

My Team

Matt Barton
Matt Barton Vice President - Pacific Northwest
Matt Barton has been involved in the investment industry since 1995. After experiencing both the outdated "full-commission" version of the business and the "discount broker" side, he realized neither was properly serving clients. The idea that the fee-only fiduciary model was the way to keep clients and advisors on the same side led him to a long tenure as an investment counselor with one of the largest private firms in the U.S. He feels that working with My Portfolio Guide ...more

Office Hours

wiseradvisor-balck-li-img Mon. 6:30 AM - 3:30 PM
wiseradvisor-balck-li-img Tue. 6:30 AM - 3:30 PM
wiseradvisor-balck-li-img Wed. 6:30 AM - 3:30 PM
wiseradvisor-balck-li-img Thu. 6:30 AM - 3:30 PM
wiseradvisor-balck-li-img Fri. 6:30 AM - 3:30 PM

Communities Served

Alhambra Aliso Viejo
Anaheim Brea
Buena Park Cerritos
Corona Del Mar Costa Mesa
Culver City Cypress
El Segundo Foothill Ranch
Fountain Valley Fullerton
Garden Grove Huntington Beach
Irvine La Palma
Laguna Beach Laguna Hills
Lake Forest Lakewood
Long Beach Los Angeles
Manhattan Beach Mission Viejo
Newport Beach Newport Coast
Orange Palos Verdes Peninsula
Placentia Playa Del Rey
Rancho Palos Verdes Redondo Beach
Torrance Walnut
Westminster Whittier
Yorba Linda Seal Beach / Los Alamitos

Awards & Recognitions

5 Star Wealth Manager
(01/01/2019)

My Portfolio Guide has been awarded and recognized as a 5 Star Wealth Manager for 9 years in a row.

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