Jason Matthews established Matthews Financial & Insurance Solutions in 2009, specializing in financial planning for clients experiencing significant financial windfalls.
Industry Recognition: A member of the International Million Dollar Round Table (MDRT) and the youngest to reach the Elite Executive Council at New York Life, he has been recognized among the top 1% of financial advisors globally.
Community Engagement: Active in various roles, including as a National Board Member of the Urban Financial Services Coalition and a past president of Alzheimer’s Services of the East Bay, he is also a bestselling author, public speaker, and financial expert on KTVU Mornings on 2.