Matthew Healy, JD

"“It’s not how much money you make, but how much you keep,

how hard it works for you, and how many generations you keep it for.” - Robert Kiyosaki

Matt comes to FB Investment Services with over thirty-five years of experience as an attorney and insurance planning specialist helping successful clients make informed decisions in complex estate, business, and personal risk management areas. 

Matt prides himself on being a comprehensive planner who seeks to thoroughly assists in understanding clients' concerns and objectives through - with direction from the lead Financial Advisor - carefully analyzing clients' current planning and designing strategies that the advisors can use to efficiently preserve, seek growth, and transfer businesses and estates. 

Matt received his Juris Doctor degree from the University of San Francisco School of Law and a B.A. degree from the University of California at Davis.  He is a member of the State Bar of California (inactive).  Matt is FINRA Series 6 and 63 registered through LPL and is licensed with the California Dept. of Insurance.

As a fourth generation San Franciscan, Matt enjoys exploring the treasures of the City and the Bay Area with his four adult children.  And he is always up for a round of golf, a lifelong passion passed down from his father.