Cetera Investment Advisers
40yrs
Top advisor by experience in Pleasant Hill
29yrs
Based in Pleasant Hill, California, Matthew Wright is a fiduciary financial advisor with 29 years of industry experience. Matthew has been with Wright Financial since 2002; before that, Matthew spent less than a year at Independent Financial Group and 15 years at NPB Financial Group. Wright Financial offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 51 advisors with offices in Pleasant Hill, and one of 49 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 18% by experience in Pleasant Hill
Office395 Taylor Blvd., Suite 107, Pleasant Hill, CA 94523
FirmWright Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$606,635
States licensed ?1 state
Services through Wright Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2022 – Jan 2023Independent Financial Group, LLCPreviously
- 2007 – 2022NPB Financial Group, LLCPreviously
- 2002 – nowWright Financial, LLCCurrent firm
Contact Matthew
(925) 246-7982Wright Financial main office 395 Taylor Blvd., Suite 107Pleasant Hill, CA 94523Office · Get directions
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Wright Financial at (925) 246-7982 and ask for Matthew Wright. Matthew works from the Pleasant Hill, CA office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 1998, about 29 years. Top 18% by experience in Pleasant Hill.
What licenses does Matthew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Wright Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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