Family Office Investment 
Symposium 2024

As a partner with CPS | PCS, MATTHEW GANDY leverages extensive insurance planning experience to collaborate with the financial team of clients with significant wealth. He specializes in the design, implementation, and execution of advanced wealth transfer and retirement planning strategies for successful individuals.

Matt joined CPS in 2016 after graduating from Creighton University with a degree in Economics and lettering in Baseball. He is FINRA registered with a Series 7, 66, 24, and a Life & Health insurance license. Matt also holds the Charted Life Underwriter® designation from the American College of Financial Services. As a lifelong native of Orange County CA, you can find Matt outside the office golfing, practicing Jiu-Jitsu, scuba diving, and previewing wedding venues in Southern California with his Fiancé.