Jerry Matecun, MBA, CBA, AIF®
Why Should You Hire 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 help clients find clarity, understanding, and peace of mind on the road to financial security.
My fees are earned helping you discover effective ways to let your money serve your lifestyle; with smart planning to make it last.
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, executives, and individuals on retirement and income 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 in International Studies, Aquinas College (Magna Cum Laude) in Grand Rapids, MI. Professional licenses & certifications: Series 65; 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 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.
I have more than 10 years in Client Services in the financial service industry. I performed a variety of duties as a Senior Sales Assistant at Montgomery Securities in the International Institutional Equity Sales group. At JP Morgan, I also was a Sales Assistant in its Institutional Equity Sales unit. My duties there included project management and client services. I am responsible for gathering data, performing operational duties, and servicing clients through diligent and detailed follow-up.
Away from the office, I enjoy watching my kids play baseball, basketball, and the guitar! I am also a huge UCSB fan (Go Gauchos!). My family and I volunteer heavily at HearAid Foundation, a foundation to help those that cannot afford hearing devices.