Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

International Space Station

Matthew Iacono, CFP, AWMA

Financial Advisor

Matt is a CERTIFIED FINANCIAL PLANNER­™ and an Accredited Wealth Management AdvisorSM.

Matt interned at UBS in 2010 and finds himself back with the firm that helped him discover his passion for finance. Before returning to UBS in 2015, Matt worked in New York as a consultant for corporate executives of Fortune 500 companies. Prior to his role as a Wealth Advisor, Matt excelled in as the Wealth Planning Analyst for UBS San Francisco, working with nearly 400 clients to help them achieve their financial goals, in addition to earning his CFP® designation.

Matt is a sports fanatic and you can frequently find him at various athletic events as either a participant or spectator. He also enjoys volunteering and attending cultural events in the city. Matt studied at St. Lawrence University where he graduated Cum Laude in 2011 as an Economics and Government double major.


Personal & Community

  • Board Member - ArtPoint
Registered States:
  • CA
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 

The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Double Major- Economics and Government, Cum Laude, St. Lawrence University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 576-3854

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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