Matthew C Patane

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 09/2021
  Chipotle
  Napa, CA
• 11/2021 → 04/2022
  Patrick Erwin Industries Inc
  Napa, CA
• 04/2022 → 09/2024
  Caymus Vineyards
  Rutherford, CA
• 09/2022 → 06/2025
  University Of Oregon
  Eugene, OR
• 01/2015 → 04/2021
  Unemployed
  Napa, CA
• 09/2025 → Present
  Valic Financial Advisors Inc
  Eugene, OR

Other Businesses

AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/19/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as an agent to sell non-securities insurance products for AGIA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-11

Other Names

• Matthew C Patane
• Matthew Patane