Los Gatos Branch

My passion for real estate began over 23 years ago and continues to grow with every single transaction. With my expertise, enthusiasm and exceptional listening skills, I can ensure that each client will achieve their individualized financial goal, thereby creating a long term business relationship.

Lan has offices in:

• San Francisco (Federal Building) Branch

• Sunnyvale Branch

• Los Gatos Branch

• San Jose (South) Branch

CA Insurance License #0E30748

Matthew comes to Provident Credit Union with over 16 years of experience as a licensed Financial Advisor. Prior to Provident, he managed client accounts with Chase Investment Services, Wells Fargo Private Client Services, and Citicorp Smith Barney.

Matthew earned his Bachelors of Science degree in Finance at San Jose State University and is a licensed FINRA representative holding FINRA Series 7 and 24 and NASAA Series 63 and 65 licenses through Securities America. He specializes in building diversified portfolios focused on generating income and limiting risk.

Matthew has offices in:

• Belmont Branch

• Redwood Shores Branch

• Los Gatos Branch