Matthew Kimmel currently holds the title of Vice President, Trust Manager & Investment Officer, and is a member of the Trust Company’s Investment Committee. He received his Bachelor of Arts in Interpersonal & Organization Communications from California State University, Long Beach. He attended the College for Financial Planning for his Accredited Asset Management Specialist (AAMS) designation and the Institute of Certified Bankers to obtain his Certified Trust and Financial Advisor (CTFA) designation. Matthew is also a graduate of Cannon Financial Institute’s Trust School. Prior to joining the Trust Company, Mr. Kimmel began working in the securities industry in 2001 specializing in financial planning, portfolio management and wealth transfer strategies.
Matthew sits on the Board of Directors for the Saddleback Memorial Hospital Foundation and the Rancho Los Cerritos Foundation, as well as the Advisory Board of the Center for Investment and Wealth Management at the UCI Paul Merage School of Business. Mr. Kimmel currently resides in Laguna Hills with his wife and three children, and is active member of the community coaching baseball and soccer.