Learn About Matthew Adams
Professional Background
Prior to joining Mission Wealth, Matthew Adams served as an Institutional Equity Trader at Roxbury Capital Management with trading and portfolio management responsibilities for the Large Cap, Mid Cap, and Hedge Fund strategies. He also worked for Dimensional Fund Advisors (DFA) in support of both international and domestic trading, portfolio management, and operations functions.
Matthew has a Bachelor of Arts in Business Economics from University of California, Santa Barbara (UCSB). He also holds a Master of Business Administration, with a concentration in Finance and an emphasis in Investments and Financial Markets, from the University of Southern California.
Personal Pursuits
Matthew is based in Moraga, located in the San Francisco Bay Area, where he enjoys spending quality time with his wife and children. He takes an active interest in his children's sports activities, hobbies, and accomplishments, and cherishes every moment spent with them. In addition, Matthew is a die-hard fan of the Golden State Warriors basketball team and has been for over three decades.
In his free time, Matthew enjoys exploring new destinations and cultures, and has an extensive bucket list of travel destinations that he hopes to visit in the future. His love for adventure and exploration keeps him motivated to continue exploring new places and experiences. With his passion for both family and adventure, Matthew is always seeking new ways to make meaningful memories with his loved ones.
Community Impact
In addition to volunteering throughout the Bay Area, Matt is an active Board member of the Santa Barbara Museum of Natural History, where he contributes his time and expertise to further the organization's mission of promoting education and environmental conservation. As the Chair of the museum's Investment Committee, Matt plays a vital role in overseeing the organization's investments, ensuring its financial sustainability and growth. Moreover, as a valued member of the Finance Committee, he provides strategic insights and guidance on financial matters. Matt's commitment to the Santa Barbara Museum of Natural History reflects his unwavering dedication to giving back to the community and supporting causes he is passionate about.
Awards and Recognitions
Top 40 Under 40 by the Pacific Coast Business Times
*for award disclosures and methodology, visit awards & rankings
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.