Matt Wallen, CFA, CFP®, is a Partner Advisor at AdvicePeriod. Matt’s blend of experience and training helps him guide clients to accomplish their goals with confidence by listening, understanding, and explaining even the most complex concepts in a simple way that connects with clients. Matt primarily works with high net worth clients and their advisor teams to create well thought out retirement and estate plans with a focus on tax efficiency and creditor protection.
Prior to joining AdvicePeriod, Matt spent 13 years as an advisor with Northwestern Mutual. Matt joined AdvicePeriod to offer truly fiduciary planning advice with best in class technology and wealth planning services.
He earned his bachelor’s in Mathematics from Binghamton University in 2006. In addition, Matt is a Charted Financial Analyst® (CFA®), Certified Financial Planner™ (CFP®), and Chartered Life Underwriter (CLU). These credentials represent thousands of hours of studying in the areas of Investment Management, Financial Planning, and Insurance Planning.