Jason S. Matthews CLTC ® TPCP®
Best Selling Author & National Speaker
Jason Matthews, CLTC® TPCP ® is the President and C.E.O. of Matthews Financial & Insurance Solutions. He is a native Californian based in Oakland, California.
Jason began his career in the insurance & financial services industry in 2004 with New York Life Insurance Company. During his tenure with New York Life, he achieved the prestigious NYLIC Executive Council in recognition of outstanding sales results three consecutive years in a row. Jason was the youngest person to reach the Elite Executive Council ranking during two of those three years.
During the midst of the great recession in 2009, He started Matthews Financial & Insurance Solutions. Matthews Financial & Insurance Solutions is a California firm operating nationally.
In 2022 he expanded his firm and opened Gibson Monroe Wealth Advisory.
Matthews Financial & Insurance Solutions specializes in tax planning and retirement income strategies. That specializes in working with professional women 50+ and retirees old. Who are going through a life change such as retirement, inheritance, divorce, sale of business, divorce and other windfall events.
A results-oriented performer, Jason holds a MDRT designation as a Member of the International Million Dollar Round Table (MDRT) organization which is made up of the top 1% of insurance and financial advisors in the world. He has also earned the Tax Planning Certified Professional (TPCP®) credential from The American College of Financial Services, equipping him with advanced expertise in tax-efficient strategies for retirement, wealth transfer, and long-term planning. As; well as CLTC® designation
In 2021 & 2022 San Francisco business times named his company #18 in top black owned businesses in the San Francisco Bay area.
Jason is author of the bestselling book “The Age of $elf Reliance.” It can be purchased at Amazon books.
Jason served as Western Regional Vice President and National Board Member with the Urban Financial Services Coalition (UFSC). In this role, he operates as a leader for UFSC chapters and members west of the Mississippi addressing public relations, operational, communication, personnel, and expense matters.
As a passionate minority community professional, Jason is past board president of Alzheimer’s Services of the East Bay. He is a guest columnist for the Sacramento Observer newspaper. He also speaks at events such as the well-known San Francisco Small Business Week. Also, special commentator for KTVU Mornings on 2 Show.
Jason is married with three children, Kai, Zion and Adonis. He enjoys baseball, traveling and his latest hobby, cycling.
