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Brian Matz Matz Wealth Management

818-854-5727 5560 Forest Cove Lane
Agoura Hills, CA 91301

A Southern California native, Brian started with his financial career with Dean Witter, which later became Morgan Stanley. From there, he has worked with Smith Barney, U.S. Bank where he was involved in private banking developing strategies for lending/investment opportunities, and then on to Wells Fargo. Brian has extensive insurance experience and is in tune with all aspects of protection from setting up legacy planning to coordinating long-term care, depending on clients’ needs.

Brian Matz is the father of three adult children and an alumnus of UCLA. He is a musician and loves attending sporting events. When his children were young, he served on both boards of directors for Agoura Pony Baseball and the Agoura Youth Basketball Association.

The Golden State family of companies is composed of Golden State Wealth Management ("GSWM"), Golden State Equity Partners ("GSEP"), and Golden State Asset Management ("GSAM"), collectively referred to as "Golden State". All firms are federally registered investment advisers, registered with the SEC. The financial consultants of GSWM are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice provided by dually registered representatives affiliated with both LPL Financial and GSWM is offered through GSWM, a federally registered investment adviser. LPL Financial is not affiliated with any of the named entities listed on this site. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, GA, HI, KS, MO, MT, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY.