Our Firm
About the Firm Woodbury Financial Services is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs. In September 2011, our producers confirmed their satisfaction with Woodbury’s service model, sales support, and product offerings by ranking our firm as the Broker-Dealer of the Year for the third time since 2006.
Matthew A. Kasa
After receiving an honorable discharge from the United States Marine Corps, Matt graduated with a BA in Business Administration and Finance from California State University, Fullerton. After graduation he joined Woodbury Financial Services where he is currently an Investment Adviser Representative. Matt believes that customer service and unique financial planning knowlege sets him apart from other financial advisors. Matt holds the following licenses: Series 6, Series 7, Series 26, Series 63, Series 65, Variable Life & Health Agent and is currently working on getting his CFP®. CA Ins Lic #0E76802 Being an active part of the community, Matt volunteers at Silverado Hospice and the City of San Clemente. He also graduated from the 2007 San Clemente Leadership Program and the 2010 Lake Forest Leadership Academy. Matt lives in Lake Forest with his wife and their daughter.
Mission Statement
To be the trusted financial advisor of choice and create life long relationship with my clients and their families. I will do this by aiming to provide unparalleled personalized service. My goal is to provide my clients with the best advice, knowledge, and confidence to enable them to make smart financial decisions. Upholding the highest standards of knowledge and integrity while providing independent unbiased financial planning will always remain paramount.
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