Matt Anderson is the founder of Everplan Wealth. He has worked in the financial industry as a financial advisor since 2005. He earned his Certified Financial Planner (CFP) designation in 2010 and his Enrolled Agent (EA) in 2016. Matt specializes in comprehensive financial planning and tax advisory services to help his clients protect and grow their wealth. His approach is built on trust, education, commitment to service, and a strong sense of partnership.

Matt began his academic journey at San Diego State University, earning a Bachelor of Science in Public Administration and the SDSU Executive Financial Planner Advanced Certificate. He also had the unique opportunity to study abroad at Oxford University, where he was awarded a scholarship in recognition of his academic achievements. Since 2010, Matt has been sharing his knowledge as an adjunct professor at the University of California, San Diego, teaching courses on Financial Planning, Investment Theory, and Financial Markets.

Outside of work, Matt enjoys traveling the world, cooking, golfing, and trying local cuisines. He values his family time and is a dedicated husband and father to his two sons, Connor and Finn.

Blake Rhodes is the Co-Founder and Director of Financial Planning at Everplan Wealth, where he focuses on delivering comprehensive financial solutions in wealth management, financial planning, tax planning, cash flow analysis, estate planning, and business transactions. With years of experience in the financial services industry, Blake is dedicated to guiding clients toward achieving their long-term financial goals.

Before co-founding Everplan Wealth, Blake worked at HUB Investment Partners, where he specialized in private wealth management. His background also includes time at Charles Schwab, where he assisted clients with account management and investment planning. Blake holds a BBA in Finance from the University of Texas at Austin and is a CERTIFIED FINANCIAL PLANNER®.

Blake lives in Austin, Texas, with his wife, Ysenia, their sons, Diego and Joaquin, and their Cockapoo, Moony. In his spare time, he enjoys staying active and spending time outdoors mountain biking on Austin’s many local trails.

Areas of Focus

• Wealth Management
• Financial Planning
• Tax Planning
• Cash Flow Analysis
• Estate Planning
• Business Transactions (Purchases and Sales)

Rob Britton is a Partner at Everplan Wealth with over twenty years of investment experience. In his role as Director of Investment Analysis, Rob is focused on ensuring the firm’s investment philosophy is consistent with each of Everplan’s client’s unique set of needs and circumstances.

Rob also works to maintain a high level of communication with his clients in the areas of portfolio performance, management fees and ongoing investment strategy.

Prior to joining Everplan, Rob was a Senior Wealth Advisor with HUB Investment Partners. He also previously worked as a Portfolio Manager at WFA Wealth Advisors and Wells Fargo Private Bank. His work included developing customized investment strategies for high net-worth individuals and institutions. Rob was also a member of the Private Bank’s equity research team where he was responsible for analyzing and recommending companies in the financial technology sector.

He holds the Chartered Financial Analyst and Certified Financial Planner® designations. Rob is a member of the CFA Society of San Diego and previously served on the board of the San Diego chapter as Chair of University Relations. Rob graduated from San Diego State University with a B.A. in International Economics.

Rob and his amazing wife, Lacey, are parents to three daughters Kennedy, Dylan, and Taylor. In his free time Rob enjoys fishing, cooking, playing tennis and tending to his small vineyard.