Tony Matheson, CFP®
Specialties
Retirement Planning
Small Business Owners
Sales Professionals
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About Tony
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Bio
I earned my B.A. in Theological Studies from Bethany University in Santa Cruz, CA. I’ve spent over 20 years as a financial advisor in Sacramento where I’ve helped clients identify, design, and implement a more personalized approach to investment strategies and financial planning.
I founded Slalom Wealth Management in 2018 because I wanted to design an independent, fee-only firm that would deliver comprehensive financial planning while helping solve the common issues many retirees face. I also wanted to incorporate my expertise around topics such as economic forecasting, optimizing social security payments, and Medicare elections in a way that could benefit others.
Prior to founding Slalom Wealth, I was head of Retirement and Investments distribution with some of the largest asset management firms in the country, including Principal Financial Group. I am a CERTIFIED FINANCIAL PLANNER and enrolled in the CFA program. I have recently passed the CFA Level II exam and am registered for the upcoming CFA Level III exam.
I have continued to live and work as a fiduciary financial advisor in Sacramento, CA alongside my wife Barbara and our 2 children. When I’m not working, you’ll find me riding on my Peloton bike or boating on the Sacramento River.
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