Matt Tobey

Matt Tobey is an investment advisor representative with a heart for service and a deep commitment to helping individuals navigate the complexities of retirement with confidence and clarity. With over a decade of experience at Fullerton Financial Planning, Matt’s career has been shaped by his desire to teach, support, and empower clients through thoughtful, personalized financial guidance

At the core of Matt’s approach is a simple but powerful philosophy: empathy, education, and empowerment. He creates a welcoming environment where clients feel heard and supported, especially as they approach or live through retirement. His goal is to ensure every client understands their options and feels confident in the decisions they make about their financial future.

What Matt enjoys most is building lasting relationships and watching financial goals take shape through thoughtful collaboration. He deeply values the Fullerton team’s commitment to integrity and lasting relationships, and for Matt, it’s more than a job—it’s a calling to serve others with care and clarity.

Outside of the office, Matt is an avid outdoor enthusiast and is actively involved in his church’s outreach programs. His Christian faith and personal values influence every aspect of his work, guiding him to lead with compassion, integrity, and a servant’s heart.