Matthew Howe

As a Certified Exit Planning Advisor (CEPA®), Matthew Howe is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

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As a financial advisor with Edward Jones, I enjoy helping individuals, families and local businesses make confident financial decisions. Whether you're starting your financial journey, facing life changes or planning for the future, I’m here to guide you with clear and practical strategies and offer comprehensive financial planning services for individuals and families at all stages of life with specific planning needs.

I bring over 25 years of experience in financial services, banking, consulting, M&A experience, and risk management. Before joining Edward Jones, I spent two decades in Los Angeles working for a major bank, where I strengthened my skills in compliance, project management and client service. My career change gave me firsthand experience with tough decisions around investing, 401(k)s and long-term planning — something many people face. That experience helps me support clients with the same care and clarity I needed myself.

Growing up on a dairy farm in rural Missouri taught me the value of dedication and hard work. Those lessons still guide how I work with clients today. Together, we’ll understand your goals, talk through your comfort with risk and create a plan that fits your life.

I work with a wide range of clients, including:

- Individuals and families planning their financial future

- Business owners

- Professionals such as attorneys, engineers and accountants

- Foundations and nonprofit organizations

I’m also active in the local community and proudly serve as a board member of the Desert Business Association (LGBT+ Chamber of Commerce) in the Coachella Valley. Being involved in local organizations allows me to stay connected, support the community and better understand the needs of the people I serve.

My goal is simple: listen, understand what matters most to you and help you move forward with confidence. With the support of a strong firm and a committed team, we’ll make your financial goals feel within reach.

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MATTHEW HOWE

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