Matthew Theal (CFP®)

Matthew Theal focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

  • Goals-based financial planning and investment management
  • Fee-only services and advice in clients’ best interests
  • Comprehensive planning, including retirement planning, budgeting and cash flow analysis, Social Security maximization, tax planning, and business succession and exit planning

Additional Information

RPA Wealth Management is a Registered Investment Advisory firm committed to helping clients achieve their ideal visions of the future. Based in Rancho Cucamonga, CA, we are a fiduciary advisor providing fee-only financial planning and investment services based on our clients’ best interests. We provide custom-built planning with one goal in mind: to help our clients move with confidence into their future.

NAPFA Start Date

January 24, 2018

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This Office

8885 Haven Ave Ste 170 Rancho Cucamonga, CA 91730-5199 Phone: (909) 296-7977