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When the Decisions Could Be Life-Altering,

Nothing Short of Engineer-Like Diligence Will Suffice

About Faubion Wealth Management, LLC

Having supported well over a hundred clients throughout his career, FWM is led by a well-experienced advisor seeking to work with you the right way. FWM was in fact founded to veer away from any agenda-driven, conflict-ridden advice —and towards a refreshed approach.

CFP® Standard

A recognized standard of excellence, bringing valuable education and experience to the table.

Sworn Fiduciary

Sworn to uphold an oath to put your interests and needs first.

No Minimums

Everyone deserves professional financial advice, regardless of age or account balance.

Services — Not Sales

Focus on providing wealth planning services - not selling unnecessary products.

No Commissions

Practicing fee-for-service wealth planning and do not earn commissions.

Virtual Services

Delivering tech-enabled digital services, unlocking relationships from location restrictions.

FWM paves wealth paths that are designed to get you safely where you want to go. An engineer would never build before understanding the unique elements that may affect the structural soundness of such a bridge—and we don’t, either.

Which Gap Would You Like to Bridge?

Start Building

Meet Matt Faubion, CFP®

Serving others is at the core of why Matt loves being a wealth manager. By working closely with individuals and families, Matt enjoys getting to know his clients on a personal level and helping them make better financial decisions as their lives evolve. With a natural curiosity in money, markets, public policy and business, Matt is always seeking to expand his understanding within these areas. He regularly applies newfound knowledge to create robust wealth plans and investment strategies that improve his clients’ financial health.

Matt founded Faubion Wealth Management (FWM) to serve the next generation of wealth generators with the thorough and extensive standard that he believes is required of the position. The firm stays true to its objective approach, by only providing clients with fiduciary advice that is in their best interest. In doing so, FWM designs strategies that are diligently and custom built, given our in-depth process to get to know you, your financial portrait, and the goals that set you apart.

Matt began his career as a Wealth Advisor Associate with a boutique wealth management firm in San Francisco. He was a team leader in advancing the firm’s wealth management platform, which specialized in working with high-net-worth technology entrepreneurs. During his time at the firm, he became a CERTIFIED FINANCIAL PLANNER™ professional and was promoted to Senior Wealth Manager. He later joined a nationally recognized financial planning and wealth management firm in Walnut Creek, CA and worked with their Barron’s top 100 independent advisor founder. Additionally, he passed the level 1 exam of the Chartered Financial Analyst designation. And before founding FWM, he was a Wealth Strategist and Partner at a start-up wealth management firm in San Francisco.

A Bay Area native, Matt grew up in Pleasanton, and he currently lives in Dublin with his wife, dog and two cats. Coming with the territory, he loves following the 49ers, Sharks, Warriors and Giants. Outside of work, Matt enjoys volunteering and giving back to his community. He is an avid lover of all kinds of music, from classic rock to EDM, and is currently learning the guitar. Matt also enjoys long walks with his wife, spending time with family, reading, traveling, exercising—and all of the great outdoor activities the Golden State has to offer.

CFP Board of Standards Walnut Creek, CA Faubion Wealth Management
Financial Planning Association Walnut Creek, CA Faubion Wealth Management
XY Planning Network Walnut Creek, CA Faubion Wealth Management
Chartered Financial Analyst Institute Walnut Creek, CA Faubion Wealth Management

Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • B.S. in Economics, Minor in Business with Honors -  San José State University
  • Executive Certificate in Financial Planning - San Francisco State University
  • Completion in the 90th percentile of the Chartered Financial Analyst Level 1 Exam