Torrey Pines Wealth Management, a UBS Signature Team led by Steven DeMatteo, offers comprehensive wealth management solutions to a select group of business owners, executives, and high net worth families in San Diego, CA. With profound experience in the industry, Steve and his team design strategic asset allocation portfolios, business exit-planning strategies, and wealth preservation solutions to help clients retire comfortably and pass their wealth along to future generations.
Steve DeMatteo, a Senior Vice President of Wealth Management, brings a diverse background to his role, having served as a decorated helicopter pilot in the Marine Corps before transitioning to the wealth management industry. With an MBA in Advanced Finance and a BA in International Relations, Steve is dedicated to lifelong learning and professional development, earning the Wealth Advisor and Certified Exit Planning Advisor (CEPA) designations. He is a member of the esteemed Director's Council and has been recognized for his collaboration, leadership, and service.
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