Matthew Grishman

Matthew Grishman is a financial advisor, author, and podcaster who focuses on helping people improve their relationship with money and achieve what he calls "financial sobriety".13

Professional Background

Matthew is currently a Principal and Wealth Adviser at Gebhardt Group, Inc., a position he has held since March 2014.2 He began his career in financial services in 1995 with A.G. Edwards & Sons, Inc. and became fully licensed as an Investment Broker in 1996.3 For 17 years, he worked as a national spokesperson for large mutual fund and insurance companies before transitioning to independent wealth advisory in 2014.3

Financial Sobriety Concept

In January 2019, Grishman launched Financial Sobriety as an author, writer, and podcaster.2 Through this platform, he aims to help people find clarity, confidence, and capability in their relationships with money, people, and self.34 His approach stems from his own experiences overcoming money addiction and alcohol addiction earlier in his career.1

Key Works

• Book: "Financial Sobriety: Rebuilding Your Relationship With Money One Step at a Time"15
• Podcast: Co-hosts the "Your Financial Sobriety" podcast with Jim Gebhardt4

Philosophy and Approach

Grishman's work focuses on:

1. Helping people gain clarity on what brings them joy in life
2. Building confidence in managing finances
3. Developing self-capability through forgiveness and self-acceptance4

He particularly specializes in assisting entrepreneurs and athletes in navigating life transitions and determining their next steps.2

Matthew Grishman resides in Rocklin, California with his wife Amie and their two sons.3 He holds a Bachelor of Arts degree in Political Science and Sociology from the State University of New York at Albany.3