Presidio Capital Management
Matthew Vallebo, CFP®, AIF® is a Wealth Manager at Presidio Capital Management, where professional experience spans from October 2017 to the present, holding various roles including Associate Wealth Manager, Client Service Associate, Administrative Associate, and Intern. Prior experience includes working as a Bank Teller at Wells Fargo from August 2016 to October 2017 and serving as a Manager at a Chick-fil-A franchise from June 2014 to May 2016. Matthew Vallebo earned a Bachelor of Business Administration in Finance from San Diego State University between 2014 and 2018.
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Presidio Capital Management
Presidio Capital Management is an independent wealth management firm based in Southern California. The firm offers comprehensive financial planning & investment advice with a focus on retirement and estate planning, investment management, and comprehensive tax strategies. Presidio Capital Management is owned and operated by Founder Dustin TenBroeck, a CERTIFIED FINANCIAL PLANNER(TM) professional who created the firm in 2012 in an effort to bring holistic wealth management advice to individuals and business owners in San Diego and Orange County. Collectively, with his extensive team of professionals and service associates, Presidio Capital Management is able to offer clients a "family office" experience to their custom-tailored financial advice. Please visit www.presidiocm.com for more information or to request an appointment. Advisory services offered through Presidio Capital Management LLC, a Registered Investment Adviser. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Presidio Capital Management, LLC unless a client service agreement is in place.