Matthew R. King

Wealth Strategist | QuickBooks Online Specialist

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

  • California Life Insurance