Featured Business Financial Advisor in Seal Beach, CA
Seal Beach Financial Advisors
My Portfolio Guide, LLC
3020 Old Ranch Parkway, Suite 300
Seal Beach, CA 90740
(888) 474-8433
“Unwavering Ethics, Superior Discipline, & Unsurpassed Value”
Advisor Profile
Matthew Pixa
Name:  Matthew Pixa
Phone Number:  (888) 474-8433
Website:  Visit Website

About My Portfolio Guide, LLC

Every financial advisor should differentiate itself
from the competition?but how many truly do?

As mentioned on our Welcome page, My Portfolio Guide promises to
improve your current portfolio and how it?s being managed.

Any prudent consumer should shop around and we actually encourage
you to do so.

What you?ll find is that no other financial services firm can beat the
combination of our ethics, portfolio discipline, and fee structure. If you
find one, tell us!

Along with this promise to you, here is what sets us apart:

NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION)

A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask
your current advisor to provide this in writing?we will)

INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR
INVESTMENT COMPANY

FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST

LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE

ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASS
INSTITUTIONAL SERVICE TEAM

ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A
CUTTING EDGE TECHNOLOGY PLATFORM

A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR
EACH CLIENT

PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK
TOLERANCE AND GOALS

INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY
STRATEGIC AND TACTICAL ASSET ALLOCATION

CUSTOMIZED INVESTMENT GUIDANCE ; NO PASSIVE ?BUY AND FORGET?
OR BOILERPLATE SOLUTIONS

PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY,
FRIENDS, AND COLLEAGUES

ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE

So?.Why My Portfolio Guide? Ask yourself if your advisor addresses
and meets ALL of the above criteria?
 

General Information

Gender:    Male
CRD#:    153188
Firm CRD#:    153188
Name of Custodial Firm:    TD Ameritrade Institutional
States Licensed in:    CA
States Willing to do Business in:    CA, AZ, NV, WA, OR, TX, FL, MI, MO, NY, NM, GA, HI, NC, MA,
PA,DE,OH
Years of Experience in Financial Services:    22
Number of Years with Current Firm:    10
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
Foreign Languages Serviced:    Conversational French and Spanish
 

Education

Academic Background
 
Master of Business Administration (MBA) , Arizona State
University - W.P. Carey School of Business
Bachelor of Arts, (BA) Economics
California State University, Long Beach

Certified Financial Planning curriculum (CFP)
New York University
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Bonds, Stocks
I can meet clients in the following ways:    Via email, At my office, Via phone, At your office, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, MBA
Securities Licenses:    Series 65
 

Firm Information

Firm's Number of Clients:    200
Firm's Number of Managed Clients:    80
Assets Managed by Firm:    $100,000,000
Advisor's Number of Clients:    200
Assets Managed by Advisor:    $100,000,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    0.90%
Minimum Fee Charged for Managed Accounts:    $0
 
 
 
Prepared By: Matthew Pixa

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