Matthew Shipman, WMCP®, RICP®, CLTC®, AIF®
Managing Partner
Matthew Shipman, WMCP®, RICP®, CLTC®, AIF® is a Managing Partner at Pacific Advisors, where he oversees the firm’s Learning and Development group (Elevate Team), leads its wealth management division, and directs compliance operations. He is responsible for driving the growth of Pacific Advisors’ investment and advisory services, which currently help steward more than $5 billion in client assets.
In addition to his leadership roles, Matt maintains an active advisory practice. He and his team work closely with successful individuals and business owners who are preparing for, entering, or navigating retirement. They specialize in crafting customized, tax-efficient retirement income strategies tailored to each client’s goals. Matt has delivered retirement-planning presentations to executives, managers, and employees across leading technology, bioscience, architectural, and pharmaceutical organizations.
Matt joined Pacific Advisors as a Managing Partner in 2013. Before that, he served as Senior Vice President at the Pollakov Financial Group, a MassMutual agency, where he spent a decade leading the firm’s training and development initiatives in addition to advising his own clients.
Registered Representative and Financial Advisor of Park Avenue Securities and General Agent of Guardian. CA Insurance License #OE28318.