Wealth Redy, powered by WestPac Wealth Partners / Redy U

Home > Wealth Management > Wealth Redy, powered by WestPac Wealth Partners / Redy U

Claim this Listing
27450 Ynez Road, Temecula, CA, 92591, US

Phone: (951) 764-9132

About

About Matt Fallesen, MBA
Wealth Redy stands for Wealth Relevant Education Designed for You. We are passionate about creating and growing clients' wealth through in-depth financial education tailored to each individual and business situation. Not growing up learning real-world financial concepts and strategy hindered me in my life as an adult. I pursued this line of work because I wanted to change that for my friends and family so that future generations could be impacted and legacies created.

I come from a diverse background as a performer, educator and entrepreneur. My passions are music, education and financial strategy. I love bringing the gift of music to an audience, teaching people how to become their best selves and helping people reach their financial goals. I'm also the Founder/CEO of Redy U, a life skills education company.*

With over 10 years of experience in the financial services industry and 20 years as an educator and professional singer, I have the knowledge and unique perspective to work with you on your life's journey and solve problems using creative, personalized strategies. Bottom line, I see things differently than the average financial advisor and I'm in a position to help you build your wealth and realize your dreams.

My educational background includes a Master of Music degree, an MBA in global business, the Series 7 and 66 securities licenses, insurance licenses and over 10 years as a college professor in music, business, philosophy, critical thinking and personal finance. I've partnered with WestPac Wealth Partners out of San Diego to help serve my clients in a deeper way and provide elevated resources from a wealth management standpoint.

Reviews

No reviews yet. Leave a review.