About Kaiyo Wealth

Our Mission is to provide clear, unbiased financial and investment advice that puts your best interests first. We tailor our services to your unique needs, ensuring flexibility and personalized support every step of the way

Matt Cobas, CFP®

I founded Kaiyo Wealth in 2021 because I wanted greater freedom and independence in how I work with clients.

At Kaiyo Wealth, I’m dedicated to building strong financial foundations through personalized financial planning, strategic investment management, and tax-efficient solutions.

My experience as a Naval Officer instilled in me the values of service and integrity that guide my practice. I developed my financial expertise working at both small and large firms, serving a diverse clientele of affluent individuals and families.

I believe in simplifying the complexities of finance to provide clear, effective solutions. I founded Kaiyo Wealth to help people achieve their financial aspirations with honesty and a commitment to putting their needs first.

I’m an active member of the San Diego community and serve on the Board of Trustees for the Ronald McDonald House. Outside of work, I enjoy surfing, sailing, cooking, and spending time with my wife and two sons.

Let’s work together to build your financial future.

Education and Professional Designations

BA Economics

MSBA Financial & Tax Planning

CERTIFIED FINANCIAL PLANNER

Enrolled Agent

Community Involvement

Board of Trustees, San Diego Ronald McDonald House Charities

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Jeremy Kovacevich, CFP®

For more than a decade, I’ve had the honor & opportunity to work with successful individuals and families to help them achieve their life goals through comprehensive wealth management.

As a result, clients better understand their wealth and gain clarity into their most relevant opportunities & risks, culminating in a deep knowledge of their balance sheet and values.

Clients & colleagues view me as a trusted source of information, a problem solver and financial & investment expert.

My passion for financial planning goes beyond the office. I’ve enjoyed numerous leadership roles in the professional community and support young planners in their pursuit of CFP® accreditation and wealth management as a career.

When I’m not working, I enjoy spending time with my family, traveling, reading, hiking & yoga.