Matthew Pixa
MBA, CFP® Certificant
My Portfolio Guide, LLC
President & Registered Investment Advisor
Matthew Pixa
MBA, CFP® Certificant
My Portfolio Guide, LLC
President & Registered Investment Advisor
I started and built this firm with one goal in mind; to focus on a client’s goals and their success, not a company’s sales quota or product list. - Matthew Pixa, MBA, CFP® Certificant
Fee-Only financial planner located in Seal Beach, CA, serving Orange County and clients across the country

Matthew Pixa is a fee-only financial planner located in Seal Beach, CA, serving Orange County and clients across the country. My Portfolio Guide, LLC provides comprehensive financial planning, investment management, and corporate retirement plans to help high net worth individuals, professionals, retirees and company retirement plans organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Pixa is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 later 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 then completed his Personal Financial Planning studies for the CFP designation through UCLA. He is a member of the FPA (Financial Planning Assocation) and NAPFA (National Association of Personal Financial Advisors).
Matt was trained and worked as an investment advisor for several of the largest and most widely respected brokerage firms on Wall Street as well as one of the most eminent private wealth management firms in the nation. Early on in his financial career, he learned that most "advisors" are actually not trained to give unbiased investment advice. Many simply get licensed and then are employed as salespeople to pitch products or build a book of business that is only scalable by outsourcing the relationship to others. It becomes a numbers game and what typically gets left behind is the best interest of the client. Along with his extensive background in finance, Matt's time working at Deloitte enabled him to understand the demands of maintaining independence requirements for Partners and executives from the Big Four accounting and consulting firms. This in turn created a niche in serving this type of time strapped and compliance constrained professional..
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.
Matthew Pixa is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
My Portfolio Guide, LLC is a Registered Investment Advisory firm serving investors nationwide and currently registered in the state of California. The firm has grown organically by serving high net worth individuals and business owners using a high-touch and personal approach. Leveraging some of the strongest names in the financial services industry and numerous resources allows the firm to offer a truly unique and valuable experience to each client.
After one complimentary Portfolio Review and Analysis, prospective investors quickly learn how different our approach is compared to the rest of the industry. We are not driven by sales quotas or commission goals; we are focused on taking pride in our fiduciary responsibility. We actively look to lower expenses and investment fees, and listen to what is important for each client and to what makes them unique.
Matthew Pixa founded and built My Portfolio Guide after working for some of the most respected and imminent firms on Wall Street. Within the financial servces industry there is a “sea of sameness” and My Portfolio Guide aims to separate ourselves from boilerplate or "big box" advice.
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 Pixa is a NAPFA Associate Member
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Matthew Pixa is Quoted in InvestmentNews: "Adviser dispatches"
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Matthew Pixa Featured on Patch.com: "Local Investment Advisor Receives 2013 Orange County Top Wealth Managers Award"
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Matthew Pixa Contributes to Seeking Alpha
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Matthew Pixa is a Member of the Seal Beach Chamber of Commerce
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Matthew Pixa is Quoted in Supermarket News: "2011 Power 50: No. 10 Jim Sinegal"
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Matthew Pixa is Mentioned on Amazing Reveal: "Learn the Medicare ABCDs! Financial Advisor"
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Matthew Pixa is a Member of the Financial Planning Association of Los Angeles
Contact Matthew Pixa
Office Locations:
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3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740