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401k Masters, LLC

401k Masters, LLC

Location

3470 Mt Diablo Blvd Suit A210 Lafayette CA United States 94549

Opening Hours


Price Ratings : $

Parking : Private Lot, Street


About Business

Your 401k Masters Team

James C. Gebhardt, CFP® — Founder

As the founder of 401k Masters, Jim’s first priority is to establish a trustworthy relationship with those Members who seek his guidance in getting their financial house in order. His mission is to protect his clients’ assets and to manage their retirement savings with discipline. As an advisor and financial planner, he is in demand for his creativity and unbiased thinking. Jim continually fine-tunes his listening skills and withholds judgment, thereby enabling him to offer calmness in times of uncertainty and hope during periods of distress. When it comes to legacy planning, he is sought out for his ability to guide clients through a systematic process of identifying “true wealth” so clients may integrate that information and values into a comprehensive family plan. His wife, Beth, and he are proud parents of four young children, who inspire them with wonder and foster a healthy sense of humor and adventure. His associates view him as a professional. Whether on the golf course, at work or with his family, Jim keeps his feet firmly planted on the ground, his eye on the ball and his heart in the right place. His strategic leadership is valued by clients, Members, peers and business associates. In particular, families seek his counsel during times of major transitions, and a wide range of organizations value his contributions to the cultural fabric of the community through charitable giving.

Jim holds a Bachelor of Arts degree in Economics from the University of Rochester, New York. He is an experienced surety bond underwriter, which makes him familiar with the unique issues associated with the construction industry. Before founding his own business, he worked for two major brokerage firms over a ten-year period, and in the process earned the Certified Financial Planner™ certification. He holds a State of California Insurance License for Life, Accident, Disability and Health Insurance. His registrations include Series 7, Series 65, and Series 31.

Matthew Grishman — Co-Founder and Wealth Advisor

As the Co-Founder of 401k Masters, Matthew is our national spokesperson, delivering our message of confidence, clarity, and peace of mind to millions of retirement savers. He is also responsible for managing the operations of our Roseville, CA office.

Coaching is Matthew’s passion. His unique ability is to motivate others to reach their full potential in every aspect of their lives. Matthew’s talents are put to their highest and best use working with families to build the foundations for true wealth creation, coaching other wealth advisors to develop their value proposition, and dedicating himself to children, coaching Little League Baseball and youth basketball.

Matthew began his career in financial services in 1995 with A.G. Edwards & Sons, Inc. as an Investment Broker. He has held national spokesperson positions with MetLife, Lord, Abbett & Co, and Putnam Investments. Most recently, Matthew was a Partner and Wealth Coach at Gooderham, Grishman & Associates, LLC, a wealth advisory firm in Roseville, CA.

Matthew resides with his wife, Amie, and their two sons, Miles and Lucas, in Rocklin, California. When not working with clients, Matthew spends his time coaching Little League baseball and AAU basketball, tending to the fruit trees in his backyard, and exploring amazing places with his family, like Yosemite National Park, the California Coast, and big cities around the world. Matthew also serves on the Board of Directors for Tri City Little League, Rocklin, CA.

Matthew received a Bachelor of Arts degree in Political Science and Sociology from the State University of New York at Albany in Albany, New York in June of 1994.

He holds a State of California Insurance License for Life, Accident, Disability and Health Insurance. His registrations include Series 7, 63, and 65


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