Matt Figueroa is a partner and managing director at Pinnacle Peak Private Client Group. The close and lasting relationships he strives to build with every client are based on Matt’s commitment to trust, honesty and full transparency. He considers it a great honor that clients see their connection as more than just a business relationship, sharing their lives with Matt and genuinely caring about his family too.
Because of this bond, clients can anticipate a positive and productive experience every time they interact with Matt. Consistency and reliability are a hallmark of his philosophy of client care. Matt also considers communication vitally important, so he reaches out to clients at least every quarter. In between formal reviews, his door is always open for clients who have questions or concerns.
As a student at the University of Redlands in Redlands, California, Matt earned a degree in business administration with a minor in economics, providing a strong foundation for his future career in financial services. In college, Matt played both football and baseball, and he even participated in preliminary recruitment activities for the National Football League. He began his financial services career in 1998.
Drawing on his experience in football, Matt hopes clients will see him as the quarterback of their financial planning team, calling on him to connect them with just the right professional to answer questions or perform other services related to their wealth building and preservation activities.
When he’s not busy helping clients achieve their financial goals, Matt enjoys spending time with his wife, Melissa, and their son and daughter. Both kids have caught the sports bug themselves, and the family enjoys having a houseful of friends over to watch Sunday afternoon football games. The Figueroas are diehard fans of the Pittsburgh Steelers — a sports legacy Matt gained from his father and has now passed on to his family. Matt also enjoys golf, CrossFit training and hiking.