Matt is a CFP® practitioner. The CERTIFIED FINANCIAL PLANNER™ certification is earned only by those who are committed to competent and ethical financial planning. It is very important that the advisor you choose hold this difficult-to-achieve cetification. For more on the CFP® certificant program, click here.
Matt is also an Accredited Investment Fiduciary® (AIF®). Those who earn the AIF® mark demonstrate a thorough understanding of Prudent Practices for investment advisors. For more information about that, click here.
Through our affiliation with Commonwealth Financial Network, MJ Everson Financial clients receive clear answers to their financial planning questions and helpful strategies to pursue their financial goals before and after retirement.
Matt is a graduate of Leadership Santa Rosa, Class of 28. In his free time, he volunteers on the Board of Directors for Community Support Network, explores with Sarah, the kids and the dogs Marney & Poppy, coaches youth sports and roots passionately for the San Francisco Giants, Manchester United, Olympic Marseille and Barcelona FC soccer clubs. In between all that, he tries to read fiction, business journals and engage in good, old-fashioned debates.
While playing four seasons of lacrosse, he graduated with honors in French from Sonoma State University. His educational experience taught Matt how to combine teamwork skills and language skills into his planning process. He patiently works with clients to help them better understand the complex language of investing.
"I'll never forget that intimidating and confusing feeling of not understanding a language." said Matt about his experience living abroad in Belgium and France. Those times serve as a reminder for him about how difficult it can be for clients to understand the language of investing. Acronyms and words like IRAs, 401(k)s, REITs, ETFs, and other investing lingo are deftly translated for his clients.
If you are looking for a professional that can help you understand the confusing world of financial planning in a respectful, honest and practical manner, Matt is your man!