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ABOUT

Client Centered

The MissionThis Is Where the Spreadsheet
Meets the Real Talk

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 robust experience in the financial industry as a CPA, Financial Advisor, and Accredited Investment Fiduciary® , he knew that putting the focus on people instead of sales would allow him to provide more thoughtful financial advice to each client. 

As a  financial fiduciary, it is Matthew's duty to act in your best interest. His deep knowledge of quantitative analytics means he is able to provide complex, customized strategies to work towards your financial needs. He is not incentivized to sell any one single product, which means your options are open and his recommendations are tailored to your unique goals. 

He knows money doesn’t buy happiness, but it does open doors. Whether you’ve got financial experience or you’re new to managing your money, he is here to help you navigate this complex world. He isn't here for the quick sale, but rather the long-term relationship. He communicates meaningfully and often to fully understand your goals, address your concerns, and propose actionable advice seeking to set you up for success. 

PRESIDENT | CEOMatthew E. Dennis CPA, AIF®


matthewdennis@pacificleaderfinancial.com
510-329-9316
408-471-4081 (text)
  • From Hayward, CA
  • Graduated with B.S. in Accounting, Minor in Econ from CSU East Bay
  • Joined Financial Advisory Services Industry in 2015
  • Licensed Certified Public Accountant for State of California
  • Accredited Investment Fiduciary
  • Series 6, 63, & 65 Licenses held through LPL Financial

Matthew Dennis is a dedicated financial advisor with extensive knowledge in financial planning, investment advice, college funding, insurance, and tax planning. With a keen understanding of small business needs, Matthew brings a wealth of experience from his previous roles in accounting, auditing, and as a controller, where he honed his skills in financial management and strategy.

He holds a Bachelor's degree in Business Administration with an emphasis in Accounting from Cal State Hayward (East Bay). As a California-licensed CPA and an Accredited Investment Fiduciary (AIF®), Matthew brings technical knowledge and a commitment to client-centered financial advice, helping clients make informed decisions aligned with their goals.

When I’m Not Talking Finance…

Beyond his professional life, Matthew is a passionate home cook, home brewer, and outdoor enthusiast who enjoys wilderness hiking and camping. He also serves as President of his Homeowners Association, reflecting his active involvement and leadership in his community.

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Our Guiding Values

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Not Here To Push;
It Starts with You

Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path. 


We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.

Learn How We Help ➜

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01

Introductory Meeting

In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.

02

Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.

03

Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.

04

Ongoing Support & Advice

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.

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Still Scrolling?

We Should Just Talk.

No pressure. Just a laid-back
conversation about what’s next.

Schedule a Call ➜