UBS Financial Services
46yrs
Top advisor by experience in Brea
15yrs
Matthew Tran
Financial advisor at Strategic Advisers
Based in Brea, California, Matthew Tran is a fiduciary financial advisor with 15 years of industry experience. Matthew joined Strategic Advisers in 2025, after four years at Fidelity Personal and Workplace Advisors and less than a year at Wells Fargo Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 279 advisors with offices in Brea, and one of 261 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
Office815 E Birch St, Brea, CA 92821
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
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
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Dec 2020 – Jun 2021Wells Fargo Clearing Services, LLCPreviously
Contact Matthew
815 E Birch StBrea, CA 92821Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Strategic Advisers at (617) 563-7000 and ask for Matthew Tran. Matthew works from the Brea, CA office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2011, about 15 years. Top 25% by experience at Strategic Advisers.
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?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. 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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