ClearPath Financial, Corona CA

Matt and Adam are always willing to schedule a meeting on short notice, and answer questions or make any changes I request…

I met with Adam shortly, just to go over the 401k funds available to me through my current employment. The information provided by him was concise and easily digestible. Not only did he point out the funds he liked and *why*, he also provided sample allocations to those funds, as well as explanations to *why* he was avoiding certain funds. I am thankful to have made this connection and intend on utilizing it again in the future.

Matt is really knowledgeable and patient. Explains everything and answers all questions. Completely comfortable and trust him 100%. Would recommend his service to everyone.

After attending a presentation given by Matthew Sherman we felt confident in disclosing our finances with him without being judged. Matthew presented a wealth of information about retirement, taxes, investments and the updated state of the financial world in a nutshell. As a result, we had a consult with Matthew that has changed the trajectory of our financial future that gives us peace of mind. His knowledge of all areas provided comfort in the security of our future. We highly recommend his services. You wont regret it! We waited tooo long for financial guidance. Stop procrastinating. We all work too hard for our money to waste it and not let it work for us and our future. Call him.