Vice President - Private Wealth Advisor

Matt Belfanti

4301 MacArthur Blvd.
Newport Beach, CA 92660
(949) 691-1808

Hello!

Matt Belfanti serves as a Private Wealth Advisor for First Bank. A seasoned expert, Matt has over 19 years of experience in financial services. In his role, he develops and executes financial planning and investment strategies for business owners and executives while also personalizing financial strategies for families. He earned his Master of Business Administration from the University of Southern California and has also been a Certified Financial Planner and Chartered Life Underwriter since 2008.

How can I help you achieve your goals?

My Specialties
  • Financial Planning
  • Wealth Investment Management
  • Retirement/IRA's
  • Trusts/Estates

Outside of work, Matt is a founding Board Member of RAD Camp. He lives in South Orange County with his wife and three daughters, and enjoys watching sports, playing golf, and exploring restaurants.

Our thorough approach to Estate Planning will help secure your lasting legacy.
Estate and Legacy Planning
Look forward to the future.
Individual Retirement Planning
Establish a sound succession plan with peace-of-mind for the future.
Succession Planning
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.