Matthew B. Auchard
(858) 442-7628 main
(858) 356-9087 fax
12376 Carmel Country Rd Suite 201
San Diego, CA 92130
CA Insurance Lic. #0D94286
Matthew Auchard, a native Californian, grew up in the central San Joaquin Valley; an only child of two self-employed parents, an attorney and a mortgage broker. With a background of independence and hard work instilled in him by his parents, he operated an environmentally friendly document destruction business while in high school and learned something about the entrepreneurial spirit.
Matt went on to graduate from the University of California, Santa Barbara in Business Economics with an emphasis in Accounting. He and a few of his fellow Gaucho Alumni established a fraternal organization that promoted collegiate experiences and marketed a line of clothing and accessories. The group remains active today and hosts travel trips in the states and abroad.
Persuaded by its coastal beauty and economic opportunities, Matt moved to San Diego after graduating. There, in 2002, he joined First Investors Corporation; a Wall St. based Investment Company that indoctrinated client service and investment ethics. While developing a clientele and helping clients in the diverse aspects of their financial futures, Matt became a trainer and supervisor for a staff of 15 financial services representatives. He was well-respected by his peers and had a significant impact on the growth of the San Diego regional office.
He also holds the California Life Insurance license.
Matt specializes in teacher pensions and works with many school districts in the central San Joaquin Valley and the San Diego area. Matt customizes each client’s financial plan to his/her personal needs and interests. He maintains a hands-on approach in managing the broad range of services available today.
Matt is single and owns a home in Carmel Valley. He enjoys going to the beach, golfing, playing the guitar, hiking, and staying active. His most recent summit was Mt. Whitney.
201 E Sandpointe, Suite 460
South Coast Metro, CA 92707
¹As reported in Financial Planning magazine, June 1996-2021, based on total revenue.