Leadership

Matthew J. Lum, CFP®, CFS

Matt has 36 years of experience providing financial services and 22 years wealth management services to affluent individuals in the Santa Barbara area. As an entrepreneur and investor, he has the natural intuition that allows him to add valuable insights into complicated financial situations. His experience in all facets of investments, assures that his clients are able to benefit from a comprehensive, consultative relationship that addresses all their deepest concerns.

Matt is known for his thoughtful, patient and caring approach. This respectful and sensitive manner has developed into a special focus on helping affluent divorcees and widows regain security, balance and independence.

Outside of the office, Matt enjoys spending time with his three sons as well as various ocean sports.

Our Team

Wendy Guerrero

Born and raised in Santa Barbara, has been working in the financial industry for thirty years. She began at UBS PaineWebber as a sales assistant and resided there for five years. However, Wendy desired more from her career and this position did not allow for significant growth. In 1997 she moved to Morgan Stanley, where she worked for 4 ½ years under five different brokers. In 2002, Wendy joined the firm as an Executive Assistant and has expanded her duties to include overseeing all of the operations at VIDA Wealth Partners. Outside of work, Wendy enjoys spending as much time as she can with her family.

Mr. Lum offers securities through Independent Financial Group LLC (IFG). Member FINRA , SIPC. Advisory services offered through VIDA Wealth Partners, a Registered Investment Adviser. IFG and VIDA Wealth Partners are unaffiliated entities.

Licensed to sell securities in the following states: CA, AZ, CO, FL, HI, MT, NM, NV, TN, TX, UT, VA, WA, & WY

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Check the background of this investment professional on FINRA BrokerCheck.

Leadership

Matthew J. Lum, CFP®, CFS

Our Team

Wendy Guerrero

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