Our Mission
How We Work
At ING Wealth we provide solutions for creating and managing wealth. Our goal is to simplify your financial life. We help individuals and families manage their wealth through comprehensive financial planning and portfolio management services.
Through our planning process, we analyze your current financial circumstances and what is most important to you in your wealth-building journey. Our financial planning process, which includes investment planning, tax planning, estate planning, retirement planning, risk management & insurance planning, cashflow management, and education savings planning, allows us to develop a unique plan that aligns with your goals and values so you can build the life and legacy you have always wanted.
The relationship between a client and a Wealth Advisor is extremely personal and requires a high level of trust, integrity, compassion, competence, and communication.
By taking the time to truly understand the values and goals of each of our clients, it allows us to strategically build out long-term investment strategies that are based on each client’s unique circumstances and comprehensive financial plan.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Matt Gonzales, CFP®
Founder & Wealth Advisor
Matt founded ING Wealth so he could use his knowledge, expertise, and passion for finance and wealth management to help individuals and families navigate the complexity and uncertainty of personal finance and managing wealth. Prior to launching ING Wealth, Matt worked at LPL Financial, the nation’s largest independent broker dealer. During that time Matt held various roles in LPL’s service and wealth management organizations.
Matt is a San Diego native and a graduate of San Diego State University with a bachelor’s degree in economics. Matt loves sports, music (plays piano, guitar and drums), and spending time with family and friends. Matt and his wife Lauren have two children - Isabella and Noah.