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Ray Matthes

Ray Matthes

Advisory Representative CA Insurance License # 0801743

Ray is a graduate of Northern Illinois University with a Bachelor of Science degree in Accountancy.

After working as the Controller for a division of a Fortune 500 company, Ray founded Tax & Financial Services as a tax accountant and financial planner, and since 1978, offers financial planning and tax preparation services to individuals and businesses in Contra Costa County.

Ray has been affiliated with Avantax since 1989. He holds the Series 6, 7, 22, 26, 63, and 65 Securities Licenses and is a Registered Investment Advisory Representative..  He also holds a California Insurance License # 0801743.   Ray was also an Avantax Mentor in the Mentor Program,, and was a Chapter Director for the Concord, CA, chapter of Avantax for 20 years until 2016.   

Ray has been involved in several community activities, including Meet Director and Co-Director for the Walnut Country Swim Team, Meet Director for the Concord City Swim Meet, and served as an AYSO Soccer Coach and Referee.  He has been the Treasurer of the Clayton Valley Athletic Boosters and for fifteen years was the field announcer for Clayton Valley High School football.   Ray also serves as part of the Front Door Ministry of NorthCreek Church in Walnut Creek.