About Thoughtful Finance
This goal of this site is to educate investors.
Helping people reach their goals through investing is incredibly satisfying. Yet my firm can only serve so many clients, many investors do not have enough assets to work with an investment advisor, and I recognize that some people prefer to manage their own investments even if they can work with an advisor. My hope is that this site will provide readers the resources that they need to reach their own goals.
Matt Shibata is a managing partner at Morling Financial Advisors. He is a CFA charterholder and a CAIA charterholder.
Feel free to send Matt a message here or follow him on Twitter at @matt_shibata.