Matthew Sassani CRPC

Chartered Retirement Planning Counselor | Financial Advisor — Irvine, CA

Your financial future deserves more than guesswork. Matthew Sassani is a Chartered Retirement Planning Counselor (CRPC®) and trusted Financial Advisor based in Irvine, California, dedicated to helping individuals, families, and business owners build a clear path toward lasting financial confidence.

Retirement Planning Strategies

Retirement should feel like a reward not a risk. Matthew works closely with each client to design personalized retirement strategies that align with your goals, timeline, and lifestyle so you can step into the next chapter with certainty.

Estate Planning Strategies

Protect what you’ve built and ensure it reaches the right hands. From wealth transfer strategies to legacy planning, Matthew helps you create a thoughtful estate plan that secures your family’s future for generations.

Charitable Giving

Make an impact that matters. Matthew guides clients in structuring charitable giving strategies that maximize both your generosity and your tax benefits so giving back feels even better.

Employee Stock Options

Navigating stock options can be complex. Matthew provides clear, strategic guidance to help you understand, manage, and optimize your employee stock options for maximum financial benefit.

Domestic Partner Planning

Every family looks different. Matthew offers inclusive financial planning tailored to the unique needs of domestic partners ensuring equal protection, security, and peace of mind.

Small Business Solutions

Running a business is demanding enough. Matthew supports small business owners with strategic financial planning that protects your business, supports growth, and prepares you for the future.

Let’s Plan Your Future Together

Whether you’re planning for retirement, growing a business, or protecting your family’s wealth, Matthew Sassani brings expertise, care, and a personal touch to every financial decision.

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