Matthew Pereira


Matthew Pereira

Matt’s continuing professional education

Professional Licenses & Certifications

California Licensed Professional Fiduciary, #720 (CLPF)
Licensed by the State of California, Professional Fiduciary Bureau
August 2013

National Certified Guardian (NCG)
Certified by the National Guardianship Association
April 2013

Series 7/General Securities license

Series 63/ Uniform Securities Agent State License

Series 65/ Uniform Investment Adviser Representative

Resident Insurance Producer
License: Accident and Health
License: Life
License: Variable Contracts

Professional Affiliations

National Guardianship Association (NGA)
2013 – present

Formal Education

California State University, Fullerton
Certificate in Professional Fiduciary Management for Trustees
Certificate in Professional Fiduciary Management for Conservators
August 2012

Humboldt State University
Bachelor of Science Degree, 1999
Major in Business Administration, Minor in Computer Information Systems

Amador Valley High School, Class of 1993


GHD – Eureka, CA
October  2011 – March 2012

Winzler & Kelly, Consulting Engineers/GHD – Eureka, CA
Procurement & Financial Analysis
October 2007 – October 2011

SuddenLink Communications- Eureka, CA
Financial Analyst
April 2006 – October 2007

Cox Communications- Eureka, CA
Financial Analyst
November 2003 – April 2006

Humboldt Bank – Eureka, CA
Financial Advisor
November 2002 – November 2003

Morgan Stanley – Eureka, CA
Financial Advisor
April 2001 – November 2002

Merrill Lynch – Eureka, CA
Financial Advisor
June 1999 – April 2001

Community Activities

City of Arcata, Department of Recreation
Youth Basketball Coach for Boys U8
Youth Soccer Coach for Boys U8 and U10

Jacoby Creek Children’s Education Foundation

Jacoby Creek School
Parent Volunteer

Personal & Professional References

Scott Hunt, CPA/ABV
Managing Partner – Hunter, Hunter, & Hunt