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Matthew R

Series 63, Series 65

San Diego, CA

Illumination Wealth Management

Matthew Rinkey is a financial advisor at Illumination Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Illumination Family Office since 2021. He is also the president and owner of Illumination Family Office, which provides family office services to individuals and businesses. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans by offering comprehensive Financial Life Management that integrates financial planning with ongoing investment management. The firm uses client-specific investment policy statements and strategic asset allocation models, emphasizing long-term allocation and regular portfolio monitoring.

Income planning Retirement income strategy Debt management College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner Retired Values-based investing
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