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Matthew R. King

Partner & Wealth Strategist | QuickBooks Online Specialist

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Matthew brings over 20 years of business experience to RockStar Financial. After receiving his Bachelor of Arts in Economics / Accounting and History from Claremont McKenna College in 1998, he started his career as a proprietary trader with a focus on U.S. equities yielding short-term returns. 

 

The next chapter of Matthew's professional career began in 2002 when, desiring a more purposeful life, he joined his family's funeral service business. When he came onboard, the business had only 1 location. Over the next 10 years as an owner and Chief Financial Officer, he played an integral role in growing the company to 5 locations with 25 employees and increasing revenues over 250%.

 

In 2012, Matthew and his family went through the challenging but ultimately rewarding task of selling their business to the largest publicly traded corporation in their industry. 

 

After the sale, Matthew started a new business providing QuickBooks Online services to small business owners, entrepreneurs and professionals. While continuing to provide bookkeeping services to his business owner clients, Matthew is excited to wake up each day and get to work at RockStar Financial helping other motivated people achieve their financial goals.

Matthew's Licenses & Designations Include:

Current Licenses & Designations: 

  • Life Agent

  • Certified QuickBooks Online ProAdvisor

Inactive Licenses: 

  • FINRA Series 7, 55

RockStar Financial

San Diego, CA

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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

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This commentary reflects the personal opinions, viewpoints and analyses of the author, Julia Sky King. It does not necessarily reflect the views of Foundations Investment Advisors, LLC (“Foundations”) and is provided for educational purposes only and the contents are solely maintained by and the responsibility of the applicable 3rd party . The 3rd party content is subject to change at any time without notice, and does not represent an express or implied opinion or endorsement of any specific investment opportunity, investment strategy or planning strategy. Foundations in no way deems reliable any statistical data or information obtained from or prepared by third party sources in this commentary, nor does Foundations guarantee its accuracy or completeness. No legal or tax advice is provided or intended.​​

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