Hello everyone !
Since 2009, the Matthews Financial & Insurance Solutions has been serving policyholders – protecting businesses, mitigating losses, defending claims.
Jason Matthews, MDRT is the President and C.E.O. of Matthews Financial & Insurance Solutions. He is a native Californian based in Oakland. Jason began his career in the insurance & financial services industry in 2004 with New York Life Insurance Company.
During the midst of the great recession in 2009, He started Matthews Financial &Insurance Solutions. Matthews Financial & Insurance Solutions is a California firm operating nationally. Matthews Financial & Insurance Solutions specializes in facilitating world class planning, action and results for people who receive financial windfalls from inheritance, sale of real estate, business ownership gains and other financial events.
Jason serves as a Western Regional Vice President and National Board Member with the Urban Financial Services Coalition (UFSC). In this role, he operates as a leader for UFSC chapters and members west of the Mississippi addressing public relations, operational, communication, personnel and expense matters. As a passionate minority community professional, Jason is a board member of Alzheimer’s Services of the East Bay.
He also speaks at events such as the well-known San Francisco Small Business Week. Jason is married with two children and he enjoys baseball, traveling and his latest hobby, cycling.
Jason Matthews
President and CEO
Thandiwe Cato
Financial Advisor
Thandiwe Cato is a financial advisor at Matthews Financial & Insurance Solutions. Her previous work at Merrill Lynch Wealth Management laid the foundation for her work as an advisor at MFIS.
Her reliability, attention to detail, and commitment to excellence have played a key role in building strong relationships with her clients. She has effectively utilized the resources of her team at MFIS to help her nurture long-lasting relationships with her growing client base.
As a proud graduate of San Francisco State University, she majored in International Business and plans to pursue further designations as she continues her career as a financial advisor.
Outside of her work as a financial advisor, she enjoys going out to eat, working out, and traveling. Being an active member of her community is also something that has been very important to her. Thandiwe is involved in various youth mentoring programs.
