Matthew Sattler

I was born and raised right here in Novato, the youngest of three generations under one roof. I watched as my grandmother, who'd worked well past retirement age, suffered unexpected medical crises in her later years. And I learned first-hand that a strong work ethic, without a thoughtful financial strategy, does not prepare you for the unexpected.It's become my mission to serve the residents and business owners of the Bay Area, and to share the lessons I've drawn from both personal experience and my education in Financial Management at Cal Poly San Luis Obispo. I take pride in opportunities to give back to the community through Rotary, helping younger generations understand the importance of the financial decisions they make, and by providing financial education and free consultations to anyone who needs it. At my branch, I take the time to truly understand what you want to achieve, create an in-depth strategy to get there, and celebrate successes along the way. If you ask me a straight question, I'll give you a straight answer. And if you partner with me, I'll make your goals my own, freeing you up to focus on the most important things in your life. If I can be of service to you, or even just answer your questions, please do not hesitate to contact me.