Vice President - Private Wealth Advisor

Matt Belfanti

4301 MacArthur Blvd.
Newport Beach, CA 92660
(949) 691-1808


Matt Belfanti serves as a Private Wealth Advisor for First Bank. A seasoned expert, Matt has over 19 years of experience in financial services. In his role, he develops and executes financial planning and investment strategies for business owners and executives while also personalizing financial strategies for families. He earned his Master of Business Administration from the University of Southern California and has also been a Certified Financial Planner and Chartered Life Underwriter since 2008.

How can I help you achieve your goals?

My Specialties
  • Financial Planning
  • Wealth Investment Management
  • Retirement/IRA's
  • Trusts/Estates

Outside of work, Matt is a founding Board Member of RAD Camp. He lives in South Orange County with his wife and three daughters, and enjoys watching sports, playing golf, and exploring restaurants.