We’re excited to welcome all First Foundation Bank customers to Sunflower Bank’s accounts and services. Please access online banking portals through the Login box. For helpful information, please visit SunflowerBank.com/MergerUpdates.
Andrea Matolo, CFA®
Senior Managing Director, Wealth Management
Andrea Matolo is a Senior Managing Director at FirstSun Advisors, where she provides comprehensive wealth management and financial planning services to individuals, families, executives, business owners, and nonprofits. With more than 20 years of experience in the financial services industry, she helps clients make informed financial decisions and pursue their long-term goals with confidence.
Andrea specializes in complex wealth planning, investment management, portfolio construction, and cash flow analysis. She is particularly passionate about helping families navigate the unique financial, estate, and long-term planning considerations associated with caring for a loved one with disabilities or special needs. She takes a comprehensive approach to advising, working closely with clients and coordinating with CPAs, estate planning attorneys, and other trusted professionals to develop integrated wealth management strategies tailored to each client's unique goals and circumstances.
Since joining FirstSun Advisors in 2011, Andrea has been dedicated to building lasting relationships and delivering personalized advice focused on helping clients grow, preserve, and transfer wealth across generations. Prior to joining the firm, she was an Investment Associate at Carter Jacobs LLC and a Financial Consultant with AXA Advisors.
Andrea earned a Bachelor of Arts in Business Economics, with an emphasis in Accounting, from the University of California, Santa Barbara. She is a Chartered Financial Analyst (CFA®) charterholder and a member of the CFA Society Orange County.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.