Financial Advisors
Oakland, CA
Matthews Financial & Insurance Solutions is an Oakland-based wealth advisory firm specializing in retirement income planning, investment management, estate planning, and tax strategies for professionals, business owners, and retirees. Led by Jason Matthews (CLTC, TPCP), the firm has a particular focus on serving single women age 50+ with at least $250,000 in investable assets who are navigating retirement, inheritance, or widowhood. They offer comprehensive services including long-term care planning, tax optimization, and guidance through major life transitions, combining advanced credentials with compassionate, personalized advice.
Ideal for: Professional women age 50+ with substantial assets, business owners planning retirement, couples and widows navigating inheritance or major life transitions, individuals seeking tax-efficient wealth strategies
Service area: Oakland and surrounding Bay Area
Specialized Focus on Women 50+: Matthews Financial targets single women age 50+ navigating retirement, inheritance, or widowhood—offering tailored guidance through these pivotal financial transitions with both expertise and compassion.
Advanced Certifications: Jason Matthews holds specialized credentials including Tax Planning Certified Professional (TPCP) and Certified in Long-Term Care (CLTC), bringing expert-level knowledge in tax optimization and healthcare cost planning.
Media Recognition & Expert Status: Jason Matthews is a frequent financial expert on Bay Area news outlets including KTVU, providing clients with access to advisors with proven thought leadership in retirement and tax strategies.
Address: 2100 Embarcadero E #105, Oakland, CA 94606
Phone: (510) 288-3268
Website: mfis.biz
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