Matthew Kuhn
MBA, CFA®, AIF®
EP Wealth Advisors
Senior Vice President/Partner
Matthew Kuhn
MBA, CFA®, AIF®
EP Wealth Advisors
Senior Vice President/Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matthew Kuhn, MBA, CFA®, AIF®
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Matthew Kuhn is a Torrance, CA fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Kuhn is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Matthew Kuhn (“Matt”) is a Senior Vice President/Partner with EP Wealth Advisors. His own family’s experiences originally fueled his passion to provide advice with integrity and to educate clients – especially business owners, women in transition and retirees – so they can make informed decisions about their finances. Matthew was in the Air Force and studying for his engineering master’s degree when his father passed away at the much-too-young age of 54. When his mother entrusted the life insurance proceeds and what little money they had to a family friend in the investment field, the results ended up benefitting the friend more than his mother. This life-changing experience persuaded Matthew to halt his engineering studies and instead turned to business, where he earned an MBA. Prior to joining EP Wealth, Matthew served as a portfolio manager and personal wealth advisor with Harris Financial Advisors, Inc. for 28 years, after leaving the Air Force as a captain following more than eight years of service. He earned a B.S. in Aerospace Engineering from Parks College – St. Louis University, and his MBA at Wright State University. Matthew’s wife is a hospital executive, his son now serves as an Air Force Lieutenant, and his daughter studies law at Harvard/Cambridge. Matthew is a Rotarian, and enjoys reading in his spare time.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Matthew Kuhn is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Matthew Kuhn is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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EP Wealth Advisors - Awards & Recognitions
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Free Webinars, Guides & Checklists from EP Wealth Advisors
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EP Wealth Advisors is Featured in InvestmentNews: "EP Wealth adds $535 million with Harris Financial acquisition"
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Matthew Kuhn is Quoted in The Los Angeles Daily News: "South Bay experts: Don’t lose any sleep over stocks"
Contact Matthew Kuhn
Office Locations:
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21515 Hawthorne Blvd.
Suite 1030
Torrance, CA 90505
