Matt De Garmo

Financial Advisor

CFP^®

Matt De Garmo is a CERTIFIED FINANCIAL PLANNER^® professional in Allworth’s Walnut Creek, California, office. A graduate of the University of Arizona’s highly regarded Eller College of Management, Matt holds a Bachelor of Science degree in Business Administration, majoring in Business Economics. Before coming to Allworth, Matt gained valuable experience working for Vanguard and Fidelity Investments. A native of Walnut Creek, he values giving back to his community by volunteering with the Crohn’s & Colitis Foundation.

How I Work with My Clients

Everything starts with genuine curiosity. I take the time to truly understand what matters most to my clients—their goals, values, and long-term vision. From there, I focus on building lasting relationships grounded in trust, reliability, and proactive support. Whether it’s navigating complex financial decisions in the short term or planning for the future, I work as part of a dedicated team to ensure my clients feel supported every step of the way. I’m also committed to evolving with the industry, continually learning new strategies and tools so I can bring fresh, relevant solutions to my clients. The result is a plan that feels personalized, forward-thinking, and built to last.

What Guides My Approach

I’m driven by a genuine passion for helping others. Being an advisor allows me to serve people in a meaningful way—by offering guidance that’s not only strategic, but also deeply personal. I believe every client deserves a thoughtful, tailored approach to achieving their goals. For me, it’s not just about financial solutions. It’s about making a real difference in people’s lives.

Helping clients gain clarity and confidence in their financial future is an important responsibility that I proudly embrace.

Matt De Garmo, Financial Advisor

Latest Insights

See more insights

The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?

Your investments might look and feel like they’re diversified. But what happens when you look under the hood?

How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors

Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.

Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?

Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.

Guide 5 Keys to Selecting the Right Financial Advisor

Do you know if an advisor has your best interest in mind? Discover how you can find out.

Download

About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 30,000+ Clients²

years in business $30 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Matt De Garmo

Latest Insights

Helpful Tips

About Allworth