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Matthew Minshall

Associate

Matthew Minshall is a Financial Professional based in Los Angeles, where he works with small business owners, entertainment professionals, and individuals in the wine and spirits industry. He focuses on developing customized financial strategies designed to help clients build, protect, and manage their wealth.

Prior to entering the financial services industry, Matthew spent over a decade in the entertainment space, bringing a unique perspective and strong understanding of the needs of creative professionals. He also has experience supporting business owners, which informs his practical, solutions-oriented approach to planning.

Matthew earned his degree from the University of California, Riverside.
Matthew holds FINRA Series 7 and Series 66 registrations and is licensed in California for Life Insurance.

Outside of his professional work, Matthew enjoys surfing, archery, and winemaking, and enjoys spending time with his wife and son.