Matt Willis, CEPA

Private Advisor, Managing Director

Matt Willis joined Rockefeller Global Family Office as a Private Advisor and Managing Director leading Willis Wealth Partners. Matt focuses on serving ultra-high net worth and high-net worth clients, families, and business owners with personalized solutions unique to their financial needs. With extensive experience in multi-generational planning, investment advisory, asset management, as well as tax and estate planning, Matt and the Willis Wealth Partners are dedicated to providing their clients with personalized solutions that protect and foster their wealth.

Matt is a Certified Exit Planning Advisor (CEPA®). With his specialization in exit planning and transition strategies, Matt is a valued advisor to his business owner and serial entrepreneur clients who require customized solutions and strategies around their privately held business and other entities that tie directly into a family’s future.

Willis Wealth Partners understand family dynamics and with the strength and flexibility of the Rockefeller platform, are able to serve clients in a nimble and creative yet robust and distinguished manner, leveraging the unparalleled resources available to meet all of our clients’ wealth-related needs.

Prior to Rockefeller, Matt was a Financial Advisor and Managing Director at Wells Fargo for 9 years.

Matt resides in South Bay, where he grew up, and in his free time enjoys playing golf, tennis, and other outdoor activities. He is an active member of Association for Corporate Growth (ACG) Los Angeles as well as ACG Orange County. He graduated from the University of Idaho where he played Division I football. Matt is an avid fan of football and other sports.

Matt was awarded Forbes Top Next-Gen Wealth Advisors Best-in-State in 2022 and Forbes America’s Next Gen Advisors in 2021.*


*The Forbes rankings discussed above were designated in 2021 & 2022 and last for a period of one year until new rankings are released.

 Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

Areas of Expertise

Exit Planning

Transition Strategies

Financial Planning