Quick Facts About Me
- I was born in the San Francisco Bay Area and now live in sunny San Diego.
- I studied finance at Point Loma Nazarene University where I met my wife.
- I have been a finance nerd since I was 14.
- Faith is the cornerstone of my life, providing me with strength, guidance, and purpose in what I do.
- I love traveling to new places, a few of my favorite places are Croatia and Thailand.
- I am passionate about exercise, I played rugby in college and I regularly train Jiu Jitsu.
Who I Do
I’m a Certified Financial Planner® and advisor at One Degree Advisors where I specialize in helping people retire early (a.k.a, make work optional and create financial freedom).
I am also a:
- Writer
- Content Creator
- Entrepreneur
My passion is helping people maximize their retirement income, save on taxes, and design a custom strategy that gives them the confidence to pursue what they truly love.
Unlike traditional financial advisors, I believe that financial planning is not a singular event or financial product; it's an ongoing, dynamic process that needs to adapt as your life evolves.
Many of the people I work with don’t want to worry about taxes, investing, estate planning, the best accounts to use, etc. Their time is best spent doing what they love.
This is why I am here to help.
What I’m working on
- I am a Certified Financial Planner ™ and financial advisor at One Degree Advisors, a wealth management firm based in San Diego, Ca.
- I publish weekly videos aimed at helping people improve their financial lives and retire early with confidence.
- On this website, I write articles and guides to help you make smart money decisions. I also share daily insights on Twitter. Feel free to say Hi!
Who is the right fit for my planning approach?
- Individual and couples:
- Household income > $200k
- Or investable assets > $750k
- Want financial independence or early retirement
Favorite podcasts
- Business: Founders Podcast
- Industry: Michael Kitces
- Fun: Animal Spirits
Favorite books
- Business: The Psychology of Money - Morgan Housel
- Industry: The Behavior Gap - Carl Richards
- Fun: Can’t Hurt Me - David Goggins
Say hi! Twitter or Linkedin
| Name | Excerpt |
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2 | © 2024 Matt Calcagno |
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4 | All content and opinions expressed on this site is for general informational and entertainment purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security. This content is only intended to provide information and education about the financial markets and financial planning strategies. To determine which investments may be appropriate for you, consult your financial advisor. |