Matthew White

Matthew C. White

MBA, CFP®, CPA, Managing Partner

Matthew White is the Managing Partner and Founder of Castle Rock. Before opening Castle Rock, Matthew worked in the insurance and banking sectors at some of the world’s most prestigious financial institutions. During that time, he acted as a consultant to the firm’s top financial advisers.

Through those experiences, Matthew learned that he finds great fulfillment in adding value to partnerships with other business professionals and clients.

Matthew has a BA in Economics from UCI, an MBA in Financial Planning from California Lutheran, is a Certified Financial Planner and Certified Public Accountant, and is currently in the process of earning his law degree.