Our Firm

About the Firm

Kasa Wealth Management is a full-service financial services 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 investment 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.

Matthew A. Kasa Bio

As a Financial Advisor, I am passionate about helping pre-retirees plan for a secure retirement. The unique approach I take is based on a retirement philosophy designed to help build an income source for the money needed today and growth potential for the money needed later in retirement.

Using tax & estate planning strategies Matthew works with his clients to create and maintain a complete financial plan that lasts through the generations.

Matthew lives in Orange County with his family. Although a wearer of a suit on the weekdays, on the weekends, you can find Matthew hiking across the Santa Ana Mountains or running on the beach.

Matthew believes in giving back to the community and has participated in two city-wide community leadership programs and has spent 8 years as a hospice volunteer. He currently resides on the Saddleback Unified School District Citizens' Oversight Committee for the School Improvement and Repair Bond: MEASURE B. Matthew is also part of the Lake Forest Community Emergency Response Team (CERT). Matthew A. Kasa has over 15 years of professional experience and holds the following FINRA registrations: S6, S7, S26, S63, & S65. After an honorable discharge from the U.S. Marine Corps, Matthew graduated from California State University, Fullerton in 2004 with a Bachelor's degree in Business Administration concentrating in Financial Planning.

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 providing consistant personalized service year after year.

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.