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Home > Explore Colmina > Team > Matt Pickett

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Matthew Pickett

Executive Vice President

Senior Advisor

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Matt Pickett is an Executive Vice President and Senior Advisor of Colmina, with 29 years of experience in the financial industry. Before joining Colmina, Matt was a Senior Vice President at Charles Schwab for 15 years until venturing to the independent side of the industry during recent years.

 

Matt is dedicated to helping his clients reach financial independence through education, customized portfolio management, and retirement planning. He believes in creating authentic, long-term connections with his clients and their families on their journey to becoming good stewards of wealth. In his free time, Matt enjoys soccer, fishing, and spending time with his wife and three children.

Retirement Planning

Plan for a fulfilling retirement with customized strategies that secure your lifestyle, passions, and peace of mind.

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401k Planning

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Drive your business forward with personalized

401k solutions and financial strategies to secure

your team's future.

Medical Practice Planning

By combining financial planning with medical career strategy, we support medical professionals from residency to retirement.

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