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Matthew Dennis CPA, AIF®

Financial Advisor

Matthew Dennis is a dedicated financial advisor with extensive expertise in financial planning, investment advice, college funding, insurance, and tax planning at Pacific Leader Financial and Insurance Services, LLC. With a keen understanding of small business needs, Matthew brings a wealth of experience from his previous roles in accounting, auditing, and as a controller, where he honed his skills in financial management and strategy.

He holds a Bachelor’s degree in Business Administration with an emphasis in Accounting from Cal State Hayward (East Bay). As a California-licensed CPA and an Accredited Investment Fiduciary (AIF®), Matthew brings technical knowledge and a commitment to client-centered financial advice, helping clients make informed decisions aligned with their goals.

Beyond his professional life, Matthew is a passionate home cook, home brewer, and outdoor enthusiast who enjoys wilderness hiking and camping. He also serves as President of his Homeowners Association, reflecting his active involvement and leadership in his community.