Matt Buckwalter (CFP®, MS)
Matt Buckwalter focuses in the
following client markets or areas of practice:
- AUM
- College/Education Planning
- High Net Worth Client Needs
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- College/Education Planning
- High Net Worth Client Needs
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Personal Wealth Management
Personal Wealth Management is our primary service. It is where the best of objective Fee-Only investment advising and financial planning meet. As independent fiduciaries rather than commission-based salespeople, we are true partners in support of your vision. The ultimate value of Personal Wealth Management is that it provides an objective and committed approach to your personal finances.
Additional Information
Matt’s Story
After college, I stumbled into my career and out of Nebraska - never really had much of a desire to leave. Luck led to very exciting work with great people and lots of opportunity. I met Michele in Arizona and we started our family in the beautiful Pacific Northwest. Even with all that was going right, there was a nagging feeling there ought to be more. That nagging feeling evolved into MJB Financial Planning, LLC.
Experience
Matt Buckwalter, CFP® is the firm Principal and has been practicing Fee-Only financial planning since 2006. Prior to starting his own business, Matt held various roles for Intel Corporation in Chandler, Arizona and Hillsboro, Oregon.
Qualifications
Matt is a CERTIFIED FINANCIAL PLANNER(TM) Professional the requirements for which include: educational, experience, completion of a comprehensive exam, adherence to ethical standards, and completion of ongoing continuing education.
The Certified Financial Planner Board of Standards Inc. (CFP Board) is a nonprofit professional regulatory organization founded in 1985 whose mission is to help people benefit from competent, professional and ethical financial planning. The CFP Board grants the CFP® Certification. This is the recognized standard of excellence for financial planners.
Education
Matt has a Master of Science from Kansas State University in Family Financial Planning. He also has Bachelor of Science and Master of Science degrees from the University of Nebraska – Lincoln in engineering.
He is also a member of The Garrett Planning Network Inc., which is a nationwide network of independent, Fee-Only financial advisors who strive to make competent, objective financial advice accessible to all people.
NAPFA Start Date
May 08, 2008
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