Jerry Matecun, MBA, AIF®, CRPC®
Why Work With Me?
My working life began in a family-owned business at age 13. I learned early it’s the people you serve, and how you serve them, that makes the difference. Throughout my career I’ve served individuals and small business owners, and I’ve never forgotten the early lesson.
I founded CVA to provide clients’ customized, competent advice and superior service you can’t find with large institutions.
My fees are earned helping you find even more effective ways for your money to serve your lifestyle and legacy. The strategies we employ will target the risks that most concern you today, and we’ll adapt as necessary to your changing needs so we can better protect your hard earned wealth.
My Background, Skills, and Knowledge
My expertise spans over 25 years of financial and investment advice, portfolio management, and business valuation. I’ve advised business owners and individuals on retirement income distribution planning, succession planning, asset concentration risk, business valuation, and how to increase portfolio efficiency to serve particular objective(s).
Work Experience: Senior Adviser/Research Director at Integrated Wealth Counsel, planning and managing $250 million in client assets; co-founder Kalydus Asset Advisers, performing investment research, risk management, and security analysis (including appraisals of public & privately held firms); research analyst for a Bank of America private client team ($1 billion in client assets), serving venture capitalists & Silicon Valley executives; Senior Associate at Hankin & Co., executing client strategic and corporate development initiatives.
Education, Credentials, Organizations: MBA, Finance, Golden Gate University in San Francisco, CA; BA International Studies, Aquinas College (Magna Cum Laude) in Grand Rapids, MI. Professional licenses & certifications: Series 65; Chartered Retirement Planning Counselor (CRPC®); Accredited Investment Fiduciary (AIF®); Certified Business Appraiser (CBA); Standard & Poor’s Fixed Income certifications (Corporate Credit and Sovereign Risk analysis); Oxford University’s Private Equity program.
Professional Associations: Ed Slott’s Master Elite Advisers, Tustin Chamber of Commerce, the Long Beach Estate Planning Council, and the Exit Planning Institute.
I’m a voracious reader, bilingual, and have studied and taught in Spain and Peru. Global travel is a passion I pursue, having traveled extensively throughout 27 countries.
Client & Administration Services
I have over 25 years of client service, admistrative, and operational experience in the financial services industry. I have worked in both small and large company environments. The range of my duties and responsibilities requires high attention to detail and diligent follow through with clients, vendors, and team members. Away from the office, Richard and I enjoy pickleball, tennis, and spending time with my elderly mother and our dog Benson.