RPA Wealth Management
Fee-Only financial planner located in Rancho Cucamonga, CA, serving clients locally and across the country
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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
Rancho Cucamonga, CA 91730