Matthew Formes

My Story

I started in the financial services industry as an assistant to my father who worked in the industry for over twenty years. Before this, I worked in the restaurant industry, bouncing from one to the other daily. After a decade in Fullerton with my father, health issues forced us to sell the business and with that, I found a new home here at K2 Financial Partners. We have an amazing team of caring advisors and service professionals here that make every day a joy.   

Since being employed here I have found a renewed passion for the industry and an enhanced joy for being in the service of others. My passion has always been in helping others whether it was as a server in a restaurant or helping to guide their financial future. I’ve always felt that true happiness comes from the happiness and comfort that you can offer to others and there are few avenues better suited for that than financial services.   

My mission is to help clients understand the larger picture of investing to not only better deal with the ups and downs, but also to help cultivate a long-standing and cooperative relationship.  As a financial professional, I find that education is key. 

 My Qualifications

• FINRA SIE (Securities Industry Essentials®)
• Series 6 & 63
• 10 years – Finance Industry
• 20 years – Service Industry

California Insurance License #0G86778

About Me

When not at work I enjoy spending time with my wife and son.  We love going to Dodger games or going to the park to play or even just take a walk.  I’m quite the nerd in most facets you would expect (movies, video games, science, etc.) and really enjoy sharing those experiences with my son.