Matthew E. Dennis CPA, AIF®
From Hayward, CA
Graduated with B.S. in Accounting, Minor in Econ from CSU East Bay
Joined Financial Advisory Services Industry in 2014
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.
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.