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.
201 E Sandpointe, Suite 460
South Coast Metro, CA 92707
¹As reported in Financial Planning magazine, June 1996-2021, based on total revenue.