Los Gatos, CA Office

Matthew Roberson is a CFP® professional with 27 years of industry experience. He has been with Arete Wealth Advisors, LLC since 2019, following a 19-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory work, he owns and manages a cattle raising operation and is involved as a partner in a company that connects solar companies with landowners. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management using both advisor-driven and proprietary model allocations, alongside third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Daniel Diaz is a financial advisor at Arete Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors, The Ayco Company, L.P./Mercer Allied, and JP Morgan Chase. Outside of his advisory role, he serves as a volunteer advisory board member at his son's grade school, acts as volunteer treasurer and board member for the Warm Springs Cabana Club, and participates in volunteer roles with Creighton University's Heider College of Business and Evergreen Community College. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, third-party sub-advisers, and maintains a due-diligence process for recommended managers and private investments.