Matthew Theal

CFP®

RPA Wealth Management

Investment Advisor

Matthew Theal

CFP®

RPA Wealth Management

Investment Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matthew Theal, CFP®

Fee-Only financial planner located in Rancho Cucamonga, CA, serving clients locally and across the country

Matthew Theal is a Rancho Cucamonga, CA fee-only financial planner. RPA Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Theal is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Matthew Theal serves as Investment Advisor Representative at RPA Wealth Management. Matthew’s area of expertise is investment and portfolio management.

Matthew’s experience includes managing portfolios for high net worth individuals at Legacy Investment Services. He also lived and worked in New York City for three years where he dedicated his talents to Minyanville Financial Media. He possesses a degree in finance from California State Polytechnic University, Pomona. He also carries a Series 65 Securities License as well as a California Life Insurance License.

Over the years Matthew’s work and research have been published by a variety of industry sources including Minyanville Media, Yahoo! Finance, MSN Money and Marketwatch.

Matthew Theal is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

RPA Wealth Management is a financial planning, investment management and wealth advisory firm. Our mission as a firm is to understand your financial situation and help you construct an individualized wealth plan to achieve your goals and dreams.

We start by creating a unique, comprehensive financial plan based on your financial situation and future goals. We then manage your plan to help you achieve those goals. Our duty to you is simple: serve your best interests, be transparent about fees and maintain a client first relationship. Finally, it is our goal to have provided you and your family with financial peace and security.

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

  • National Association of Personal Financial Advisors (NAPFA)
    Matthew Theal is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Matthew Theal is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Matthew Theal

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • Rancho Cucamonga, CA 91730

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser