Matthew Crooks

Background

About Matthew Crooks

ABOUT ME Originally from Scotland, I relocated to beautiful Sonoma County which we now call home with my wife (having been born and raised here, for some reason she preferred the weather in California to Scotland!), our two young children and our Springer Spaniel. Outside of the office, I love to spend my time relaxing with the family, hiking and exploring new places together. I love to cook and, in particular, I'm always striving to create the perfect Indian curry. On the rare occasion that I have a few hours to myself, I do love to hit the golf course. The aim is always just to try to complete the round without losing too many balls or my sanity! ABOUT YOU Understanding where you are today and where you would like to be are the first steps in my discovery process. It's important to invest my time in understanding what you're working toward and the level of risk you're comfortable accepting when investing. Then, I help determine if you are on track to achieving your goals or if there are gaps that may prevent you from getting there. The next steps are implementing a personalized strategic plan to help achieve your financial goals and ongoing monitoring to keep you on track. If you don't have a financial strategy, or would like to review your current one, I offer complimentary consultations and would welcome the opportunity to hear from For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see