Matthew
Calcagno
One Degree Advisors, Inc
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About this Advisor
Matthew Calcagno is a financial advisor based in San Diego, California, working with One Degree Advisors, Inc. Matthew has previously held positions at One Degree Advisors, Inc, Lpl Financial, Torreycove Capital Partners LLC, Alameda County District Attorney's Office, Jc Penney, Point Loma Nazarene University, and Valley Christian High School. Matthew is registered to provide services in California. Currently, Matthew is part of One Degree Advisors, Inc, which operates out of San Diego, California. The firm has 7 employees and manages assets totaling $306.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at One Degree Advisors, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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One Degree Advisors, Inc Brokerage Details
$306,535,127
7
1,096
$279,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Matthew Calcagno Work History
One Degree Advisors, Inc
Lpl Financial
Torreycove Capital Partners LLC
Alameda County District Attorney'S Office
Point Loma Nazarene University
Jc Penney
Valley Christian High School
Disclosures
Please visit the SEC profile of Matthew Calcagno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at One Degree Advisors, Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
