Matthew Abramo

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2022 → 11/2025
  Campas Legacy Planning, Inc.
  Novato, CA
• 07/2021 → 04/2022
  Pike Engineering
  Fort Mill, SC
• 03/2020 → 03/2021
  Pacific Gas And Electric Company
  San Carlos, CA
• 07/2019 → 03/2020
  Paxon Energy & Infrastructure
  Pleasanton, CA
• 02/2017 → 07/2019
  Shaw Security Management
  Sausalito, CA
• 06/2016 → 05/2019
  University Of California, Berkeley
  Berkeley, CA
• 03/2021 → 07/2021
  Unemployed
  Charlotte, NC
• 09/2023 → 01/2024
  Woodbury Financial Services Inc
  Novato, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Novato, CA
• 07/2024 → 05/2025
  University Of Texas, Austin
  Austin, TX
• 11/2025 → Present
  Osaic Wealth, Inc.
  Novato, CA
• 11/2025 → Present
  Campas Legacy Planning, Inc.
  Novato, CA

Other Businesses

1. TWIN STATES PROPERTY GROUP LLC POSITION: Managing Member NATURE: This entity is a multi-member LLC that will be used to purchase real estate properties. There will be a total of two members within this company, including me and Shawn Campas (PSU), both looking to purchase real estate together. No clients or outside parties will take part in the investment activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2024 ADDRESS: 355 W Martin Luther King Jr. Blvd, Charlotte NC 28202, United States DESCRIPTION: I will be managing this entity and will be the member responsible for seeking out investment properties and will be responsible for the property management and all other managing aspects of the held assets. I will be responsible for the company's management of assets, liabilities and cash flow. 2. NEW ASPECT FINANCIAL SERVICES LLC POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/25/2022 ADDRESS: 1500 Grant Avenue, #314, Novato CA 94945, United States DESCRIPTION: Wealth Advisor: I provide financial planning and advice services to clientele. Additionally, I coordinate financial planning workflows involving client servicing and paraplanning with internal team members. 3. CAMPAS LEGACY PLANNING INC POSITION: Wealth Advisor NATURE: Corporation: Under the umbrella entity of "New Aspect Financial Services, LLC" INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/25/2022 ADDRESS: 1500 Grant Avenue, #314, Novato CA 94945, United States DESCRIPTION: Wealth Advisor: I provide financial planning and advice services to clientele. Additionally, I coordinate financial planning workflows involving client servicing and paraplanning with internal team members.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-19

Designations

• Certified Financial Planner