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Matthew R. King

Partner & Wealth Strategist | QuickBooks Online Specialist

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Matthew brings over 20 years of business experience to RockStar Financial. After receiving his Bachelor of Arts in Economics / Accounting and History from Claremont McKenna College in 1998, he started his career as a proprietary trader with a focus on U.S. equities yielding short-term returns. 

 

The next chapter of Matthew's professional career began in 2002 when, desiring a more purposeful life, he joined his family's funeral service business. When he came onboard, the business had only 1 location. Over the next 10 years as an owner and Chief Financial Officer, he played an integral role in growing the company to 5 locations with 25 employees and increasing revenues over 250%.

 

In 2012, Matthew and his family went through the challenging but ultimately rewarding task of selling their business to the largest publicly traded corporation in their industry. 

 

After the sale, Matthew started a new business providing QuickBooks Online services to small business owners, entrepreneurs and professionals. While continuing to provide bookkeeping services to his business owner clients, Matthew is excited to wake up each day and get to work at RockStar Financial helping other motivated people achieve their financial goals.

Matthew's Licenses & Designations Include:

Current Licenses & Designations: 

  • Life Agent

  • Certified QuickBooks Online ProAdvisor

Inactive Licenses: 

  • FINRA Series 7, 55

RockStar Financial

San Diego, CA

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Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. 

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The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Julia Sky King providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD # 175083.

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