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Matthew L
CFP®, CFA®, Series 63, Series 65
San Francisco, CA
TechView Wealth Advisors LLC
Matthew Lewis is a CFP® and CFA® with 12 years of industry experience. He is currently with TechView Wealth Advisors LLC in San Francisco, where he has worked for nine years. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Enter Capital Group, Inc, and UFuture Investment Group BBVA. TechView Wealth Advisors serves technology employees and founders, private business owners, and clients with cross-border or international financial needs, offering integrated wealth management that combines portfolio management with financial planning. The firm employs a multi-faceted investment approach blending top-down sector analysis, bottom-up fundamental research, and technical analysis, while focusing on clients with global assets and providing tailored operational support.
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