Jason Matthews

Jason Matthews, CLTC® TPCP ® is the President and C.

E.O. of Matthews FInancial & Insurance Solutions and founder of Gibson Monroe Wealth Advisors. He is a native Californian based in Oakland, California. Jason began his career in the insurance & financial services industry in 2004 with New York Life Insurance Company. During his tenure with New York Life, he achieved the prestigious NYLIC Executive Council in recognition of outstanding sales results three consecutive years in a row. Jason was the youngest person to reach the Elite Executive Council ranking during two of those three years. During the midst of the great recession in 2009, He started Matthews Financial &Insurance Solutions. Matthews Financial & Insurance Solutions is a California firm operating nationally. Focused on guiding clients through life’s biggest financial transitions — from building wealth and creating reliable retirement income, to planning for healthcare costs and leaving a lasting legacy. In 2022 he expanded his firm and opened Gibson Monroe Wealth Advisors. Gibson Monroe Wealth Advisors specializes in tax planning and retirement income strategies. That specializes in working with professional women 50+ and retirees old. Who are going through a life change such as retirement, inheritance, divorce, sale of business, divorce and other windfall events. A results-oriented performer, Jason holds a MDRT designation as a Member of the International Million Dollar Round Table (MDRT) organization which is made up of the top 1% of insurance and financial advisors in the world. He has also earned the Tax Planning Certified Professional (TPCP®) credential from The American College of Financial Services, equipping him with advanced expertise in tax-efficient strategies for retirement, wealth transfer, and long-term planning. As; well as CLTC® designation In 2021 & 2022 San Francisco business times named his company #18 in top black owned businesses in the San Francisco Bay area. Jason is author of the bestselling book “The Age of $elf Reliance.” It can be purchased at Amazon books. Jason served as Western Regional Vice President and National Board Member with the Urban Financial Services Coalition (UFSC). In this role, he operates as a leader for UFSC chapters and members west of the Mississippi addressing public relations, operational, communication, personnel, and expense matters. As a passionate minority community professional, Jason is past board president of Alzheimer’s Services of the East Bay and a guest columnist for the Sacramento Observer. He speaks at events like San Francisco Small Business Week and appears as a financial expert on KTVU Mornings on 2. Jason is married with three children, Kai, Zion and Adonis. He enjoys baseball, traveling and his latest hobby, cycling.