Matt Kay*

Matt Kay has lived in the San Francisco Bay Are all of his life except for the years he spent in college at California State University, Chico.  Matt has always had a mind for all things technological and financial and enjoys engaging in abstract conversations and critical thinking.  At 13, Matt won a paper trading stock picking competition and decided to put some real money into the stock market buying shares of Apple Computer in 1984.

Matt’s passion for investing and meticulous nature led him to a career in the financial planning field which has given him the immense pleasure of helping others with their financial planning needs.  He has been with David White and Associates since starting in the business and feels it is the best decision he could have made for himself and his clients.  His multiple securities licenses including the series 7 and series 66 allow him to offer fee-based services as well as bring a vast array of products and services to his clients.  Matt holds the industry’s highest designation of Certified Financial Planner Professional™ after passing the rigorous Certified Financial Planner™ certification in 2010.   He has also been awarded the coveted “Advisor of the Year” award three times in his tenure at David White and Associates. 

He has attended numerous invite-only National Sales Conferences as well as the Million Dollar Round Table with two years at the prestigious “Court of the Table” level.  His philosophy is, “It’s easy to do well when you always put the client’s needs before your own and let the situation dictate the advice.”

For additional information on the awards listed please follow this link: https://cloud.content.ameritas.com/ratings-and-awards