Matthew White

Matthew C. White

JD, CPA, CFP®, MBA, Senior Managing Partner

Matthew White is the Senior Managing Partner and Founder of Castle Rock. Before opening the firm, he worked in the banking sector in technical and management type roles at a large bank covering various areas of California.

Matthew enjoys spending time with his wife and two daughters, reading, running and spending time with his friends.

Matthew has a BA in Economics from UCI, a MBA in Financial Planning from California Lutheran, a JD from Taft Law School, and is a Certified Financial Planner and Certified Public Accountant.