Matt Purkiss has worked exclusively with financial advisors throughout California and the Pacific Northwest since 2004. Understanding that each client’s objectives are unique, Matt offers a customized approach that is concept and product neutral. He specializes in providing strategic guidance to implement plans for accumulating, protecting and efficiently transferring wealth. Matt understands the advisory business and is ready to provide you and your clients the objective analysis and consultative process necessary to guide sound decisions regarding wealth transfer, retirement and business planning issues. Prior to joining TIME, Matt spent 14 years as a Sales Vice President for a large wholesale brokerage firm, serving the needs of financial advisors on the West Coast. After Matt received his Bachelors Degree in International Business from the University of San Francisco, Matt pursued a professional baseball career, playing for the New York Yankees and Baltimore Orioles organizations (CrumpInsurance).
Purkiss was born July 15, 1975 in Visalia, CA and was 6' 3", 220 lbs. He attended his local Redwood High School. He batted left and threw right. He played first base for the Dons from 1996-1999.
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