Pete Mattei, MBA, CFP®

Pete is a full-spectrum financial planner, investment advisor, and analyst. Pete earned his BS in Fermentation Science from UCD in 1974 and his MBA from Stanford University in 1980.

Prior to becoming a financial planner, he had a thirty-year career as the senior winery and vineyards executive for Robert Mondavi Corporation and was an Epsilon client during many of those years.

Attracted by the ethics, professionalism, academic roots, and pure fiduciary and client-focused culture of Epsilon, Pete joined the firm in 2009 and earned his CFP® (Certified Financial Planner) certification in 2013.