Matt De Garmo

Financial Advisor

CFP®

Matt De Garmo, CERTIFIED FINANCIAL PLANNER™, is a financial advisor in Allworth’s Walnut Creek office. A graduate of the University of Arizona’s highly regarded Eller College of Management, where he earned 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. Aside having earned his CFP® designation, he is also a member in good standing of the Financial Planning Association®. A student of all things related to finance and economics, when asked about his approach to advising, he said: “Helping clients gain clarity and confidence in their financial future is an important responsibility that I proudly embrace.” Matt is both a native and a current resident of Walnut Creek, California.

Latest Insights


The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

Read more
How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

Read more
Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

Read more