Finding trustworthy financial advice is harder than you might think. The unfortunate truth is that many financial advisors are making a quick buck by selling the same product to all of their clients regardless of fit. One size does not fit all. Financial planning is a process, not a product.
Pacific Leader Financial was born of Matthew Dennis’ desire to do better. With decades of experience in the financial industry as a CPA, Financial Advisor, and Accredited Investment Fiduciary® (and a lifetime of experience), he knew that putting the focus on people instead of sales would allow us to provide more thoughtful financial advice to each client.
As fiduciaries, it’s our duty to act in your financial best interest. Our deep knowledge of quantitative analytics means we’re able to provide complex, customized strategies to work towards your financial needs. We’re not incentivized to sell any one single product, which means your options are open and our recommendations are tailored to your unique goals.
We know money doesn’t buy happiness, but it does open doors. Whether you’ve got financial experience or you’re new to managing your money, we’re here to help you navigate this complex world. We aren’t here for the quick sale, but rather the long-term relationship. We communicate meaningfully and often to fully understand your goals, address your concerns, and propose helpful advice that sets you up for success.
Our Guiding Values
Knowledge
Use our range of skills, education, and industry experience to provide you with informed financial direction.
Support
Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.
Integrity
Our role as your dedicated financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.