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Overview

Services

Advisor Services

  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Property & Casualty Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Pacific Life Insurance Company 1 year, 6 months Oct 2017 - Present
Pacific Select Distributors, LLC 1 year, 6 months Oct 2017 - Present
Tax Save Express Inc 5 years, 9 months Jan 2012 - Oct 2017
PFS Investments, Inc. 7 years, 4 months Jun 2010 - Oct 2017
Primerica Financial Services 8 years, 3 months Jul 2009 - Oct 2017
Burger King 1 year, 7 months Jun 2008 - Jan 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Matthew Gall

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Answers

Ask a financial questionAsk a question
Do I need to have money invested in other countries to properly diversify my portfolio?
This video may help answer your question as to diversification. For specific recommendations ask your Financial Prohttps://www.youtube.com/watch?v=2Rbe16o0r04...  (more)
Answered Aug 2015
What does it mean when a mutual fund has "active management"?
Just remember as Carolyn said not all active managers are created equal. An investor should always understand the risks involved with either strategy. A good Financial Services pro can help you pick the best of the best, you can also use tools like Morningstar to narrow the field. ...  (more)
Answered Aug 2015
How do I change beneficiary on life insurance policy?
Generally you would call customer service and they would advise you of your options on changing a beneficiary. Usually there is a simple beneficiary change form of some sort to sign. You will need to know which life insurance company Pacific Bell is/was using and then call their customer service num...  (more)
Answered Aug 2016
In 2014 I quit working for my company and I withdrew my 401k, the amount was 8013$?
That of course depends on your tax situation. for example If you are in a higher tax bracket than 20% thank you would owe more. Also if you filed your taxes without putting the 1099r on your tax form than you may owe money because you received to big of a refund for 2014. For more specific info ple...  (more)
Answered Apr 2016
When someone 65 years old opens an IRA with lets say $2000 to start, with a brokerage firm.
It's hard to answer your question without more information. In general contributions to an IRA are put there for a tax deduction. If you take said tax deduction, then all monies out will be taxed at your normal income tax rate. If you do not need the deduction you may be better suited to a Roth IRA ...  (more)
Answered Aug 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      1
    • as of date
      Nov 20, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Assets

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    Fees

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