Senior Vice President–Wealth Management
Financial Advisor
Matthew has been helping executives, business owners, retirees, and multigenerational families make confident financial decisions since 1998. With more than 25 years of wealth management experience, he helps clients preserve, grow, and transfer wealth through personalized planning and disciplined investment management.
As a key member of Four Keys Wealth Management®, Matthew delivers comprehensive wealth planning and customized portfolio management strategies designed to align clients' financial resources with their long-term goals. In recognition of their commitment to client service and excellence, Matthew and his team were named to the Forbes Best-in-State Wealth Management Teams list in 2026. He holds the Certified Investment Management Analyst (CIMA®) designation, as well as Series 7, Series 66, and insurance licenses.
Matthew earned a Bachelor of Science from California State University, Northridge. He lives in La Cañada with his wife, Allison, and their two sons, Chase and Liam. A dedicated community leader, he has served with the Kiwanis Club of La Cañada, the La Cañada High School Boosters Club, and Friends of La Cañada Baseball.
California Insurance License #0C17556
Recognized as an industry leader:
Eligibility is based on quantitative factors and is 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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Matthew has been helping executives, business owners, retirees, and multigenerational families make confident financial decisions since 1998. With more than 25 years of wealth management experience, he helps clients preserve, grow, and transfer wealth through personalized planning and disciplined investment management.
As a key member of Four Keys Wealth Management®, Matthew delivers comprehensive wealth planning and customized portfolio management strategies designed to align clients' financial resources with their long-term goals. In recognition of their commitment to client service and excellence, Matthew and his team were named to the Forbes Best-in-State Wealth Management Teams list in 2026. He holds the Certified Investment Management Analyst (CIMA®) designation, as well as Series 7, Series 66, and insurance licenses.
Matthew earned a Bachelor of Science from California State University, Northridge. He lives in La Cañada with his wife, Allison, and their two sons, Chase and Liam. A dedicated community leader, he has served with the Kiwanis Club of La Cañada, the La Cañada High School Boosters Club, and Friends of La Cañada Baseball.
California Insurance License #0C17556
Recognized as an industry leader:
Eligibility is based on quantitative factors and is 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
Credentials
Registered Client Associate
Kevin Lee holds a Bachelor's degree earned in 2016 from California State University Long Beach. Born in Korea and raised in Cerritos, California, Kevin focuses on delivering personalized support to clients.
Since beginning his career in the financial services industry at UBS, Kevin has built a strong foundation working with clients for the past three years. Known for his dedication and work ethic, he quickly earned his industry licenses and is currently pursuing the CERTIFIED FINANCIAL PLANNER® certification to further expand his knowledge and better serve clients. His commitment to continuous professional development reflects his goal of providing confident, responsive service for clients.
As a dedicated, lifelong golfer who played professionally from 2016 to 2022, Kevin has competed across numerous tours—including PGA Tour Series-China. Outside of work, he continues to enjoy the sport in his free time as well as spending time with his wife and family by hiking, exploring new activities, and traveling.
Registered Client Associate
Kevin Lee holds a Bachelor's degree earned in 2016 from California State University Long Beach. Born in Korea and raised in Cerritos, California, Kevin focuses on delivering personalized support to clients.
Since beginning his career in the financial services industry at UBS, Kevin has built a strong foundation working with clients for the past three years. Known for his dedication and work ethic, he quickly earned his industry licenses and is currently pursuing the CERTIFIED FINANCIAL PLANNER® certification to further expand his knowledge and better serve clients. His commitment to continuous professional development reflects his goal of providing confident, responsive service for clients.
As a dedicated, lifelong golfer who played professionally from 2016 to 2022, Kevin has competed across numerous tours—including PGA Tour Series-China. Outside of work, he continues to enjoy the sport in his free time as well as spending time with his wife and family by hiking, exploring new activities, and traveling.
Client Associate
Client Associate
Eligibility is based on quantitative factors and is 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.
Eligibility is based on quantitative factors and is 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.
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