Matthew Roberts (CAP, CFP®, MFM)
Matthew Roberts focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Matt Roberts is the Chief Planning Officer at Syverson Strege and a CERTIFIED FINANCIAL PLANNER™ practitioner. He is committed to serving others to enrich and empower their lives. His primary focus is to ensure clients maximize what they desire from their money and reach their personal and financial goals. Matt provides peace of mind, joy, and clarity of personal and family wealth through comprehensive financial planning strategies. He often says “there are only three places you will leave your money when you are gone: your family, your community, or the government. It’s up to you to decide your legacy. Matt also leads the firm’s Planning Committee which is responsible for the oversight of the financial process. He earned his B.S. in finance from Iowa State University and a Master of Financial Management (MFM) degree from Drake University.
NAPFA Start Date
May 31, 2013
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.