Matthew Todsen, CPWA®, RMA®, is the President and CEO of MKT Wealth Management, bringing more than two decades of experience in the financial services industry. A visionary leader with a client-centric approach, Matt specializes in creating and sustaining multi-generational wealth for affluent families, foundations, small businesses, and community organizations.
Born in Tampa, Florida, and raised in Savannah, GA, Matt's southern values of family and community form the cornerstone of his personal and professional life. These deeply ingrained principles have shaped the foundation of MKT Wealth Management and his extensive community involvement.
Matt's academic journey reflects his commitment to excellence and lifelong learning. After attending the prestigious Savannah Country Day School and St. Andrew's School, he pursued higher education at the University of Mississippi (Ole Miss). At Ole Miss, Matt double-majored in Finance, focusing on Real Estate and Political Science, laying a solid foundation for his future career. Continuing his pursuit of knowledge, Matt further honed his expertise in 2019 at the Yale School of Management, completing the esteemed Wealth Management Theory & Practice program and solidifying his position as a thought leader in the financial services industry.
As a Certified Private Wealth Advisor® (CPWA®) and Retirement Management Advisor® (RMA®), Matt brings sophisticated knowledge and strategies to high-net-worth clients and those nearing retirement. His expertise spans various aspects of wealth management and financial planning.
Before founding MKT Wealth Management in 2005, Matt held significant roles in the banking and financial sectors, including positions as Vice President of Private Banking with BBVA Compass and Vice President of Investments at UBS.
Matt's commitment to community service is consequential. He served on the Board of Directors of CASA of Orange County, culminating in his role as Board Chair. His other notable involvements include:
- Former Board Member of Orangewood Ambassadors and Orangewood PALS
- Former Board Member and Vice-Treasurer of Orange County Boy Scouts of America
- Former member of the Anaheim Family YMCA planned giving committee
- Current Chairman of the Board of Orange County Advisors in Philanthropy
- Board Member of the International Advisors in Philanthropy organization (former Treasurer)
- Supporter of CHOC & CHOC Follies, raising over $125,000 for support vans and transportation services
- Member of Success with Purpose
Matt and his wife, Leesel, are actively involved in numerous other community and philanthropic efforts, demonstrating their commitment to positively impacting their community.
In his leisure time, Matt enjoys spending quality time with Leesel, playing golf, and indulging his passion for sports, particularly college football. While he appreciates attending Angels and Ducks games on the West Coast, his heart will always belong to his alma mater, Ole Miss.
I welcome any questions you may have about my professional certifications, such as CPWA. If you would like to learn more about the international organization behind the certification, visit the Investments & Wealth Institute's website at www.investmentandwealth.org or, for investor resources, www.investmenthelp.org.
Matt Todsen is also a Retirement Management Advisor® (RMA®) professional. The RMA certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated retirement management knowledge.
The RMA certification is administered by the Investments & Wealth Institute®.
Please review this brochure, which outlines the RMA certification and what it takes to earn certification, including the four “E’s”: education, ethics, experience, and exam. I want to highlight the Continued Competency aspect of my RMA certification and my professional practice in general. Not only do I fulfill forty hours of continuing education credit hours necessary for my RMA certification, but I also maintain (fill in additional certifications, designations, insurance, securities licenses, etc, which may require even more education hours).
Security services are offered through Cambridge Investment Research Inc., a broker-dealer and member of FINRA/SIPC Advisory services offered through Cooper McManus. MKT Wealth Management, Cooper McManus, & Cambridge Investment Research are not affiliated.
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