Matthew Shipman is a Managing Partner and is also a member of the Board of Directors for Pacific Advisors. He oversees the Development and Training team (Advisor Performance Group) and is tasked with growing the investment and advisory services division, which currently manages over one billion dollars in client assets.
Matt has a personal practice where he and his team work with clients who are close to or currently in retirement. They specialize in creating individually designed, tax-efficient retirement income strategies. He has presented retirement strategies to executives, managers and employees of leading technology, bio-science, architectural, and pharmaceutical companies.
Matt joined Pacific Advisors as a Managing Partner in February of 2013. Prior to joining the firm, he was a Senior Vice President with the Pollakov Financial Group (a MassMutual Agency) where, in addition to serving his personal clients, he spent ten years leading the training and development team.
Matt participates in multiple charitable organizations such as Bikes for Kids, Huntington’s Disease Society of San Diego, Meals on Wheels of San Diego, and the National Multiple Sclerosis Society.
He earned his bachelor’s degree in Finance from the Bristol Business School in Bristol, England and studied Entrepreneurship and Strategic Management at the University of North Texas.
CA Insurance License #0E28318, Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America, New York, NY.