Matthew Casatico

Matthew Casatico is a Senior Associate of Wealth Management at Choreo in Orinda, CA, where he provides operational oversight, supports client onboarding, and assists advisors in delivering comprehensive financial planning and wealth management services. His primary responsibilities involve streamlining key processes and ensuring a customized client experience.

Matthew’s investment expertise centers on wealth management strategies for individual clients, families, and middle market business owners, with particular strength in financial and tax planning, succession planning, and transition planning for business owners. He works closely with Choreo’s multi-disciplinary teams to coordinate investments across public equities, fixed income, retirement accounts, and other personal wealth assets tailored to client objectives.

Prior to joining Choreo, Matthew held advisory roles at Aldrich Wealth and David White & Associates, where he honed his skills in personalized financial strategy and investment planning. He holds a Bachelor’s degree in Finance and Financial Management Services from the University of Nevada, Reno, underpinning his broad expertise in personal wealth management and financial advisory for diverse client profiles.