Matthew Belardes

Matthew Belardes, CFA, CFP®, Esq. is an experienced professional in estate planning and wealth management. As the founder and Estate Planning Attorney at Praesidio Estate Planning since July 2019, Matthew aims to address the concerns of clients who have been overcharged and underserved by legal professionals. In addition to this role, Matthew has been a Wealth Management Specialist and Portfolio Associate at Capital Growth Inc. since June 2017, where responsibilities include financial planning and investment decisions for significant portfolios. Prior experience includes positions at Wells Fargo Advisors, Credit Suisse, Morgan Stanley, and John Hancock Financial Services, covering financial advisory, portfolio analysis, and client relationship management. Matthew holds a Juris Doctor (J.D.) from the University of San Diego School of Law and dual Bachelor's degrees in Business Administration and Political Science from the University of California, Riverside.