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Matt Cooley (CFP®)

Matt Cooley focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Retirment planning, tax planning, charitable-giving strategies

Additional Information

I love helping others and I'm blessed with the opportunity to do so every single day as a financial advisor.

As a CERTIFIED FINANCIAL PLANNER™, I’ve made a commitment to technical excellence and the highest ethical standards in our industry. My mission is to leverage my knowledge and expertise to provide my clients with peace of mind, allowing them the freedom to focus on family, friends, and community, and to enjoy the things most important to them.

On a more personal level, I live in the great city of Boise, Idaho with my wife Kaitlin, son Lincoln, and our two dogs, Rory and Harper. I enjoy sports, traveling, cooking, and taking advantage of the abundant outdoor activities Idaho has to offer. In addition to my Chairman of the Board responsibilities at Metro Community Services, I also spend time volunteering in the local sports community.

Although I’m a proud, double-major graduate from the College of Business and Economics at Boise State University, I strive for inclusion and will also work with Vandals, too.

In addition to helping clients keep more of and grow their hard-earned wealth, I believe financial advisors have a platform to inspire clients to live a healthier, happier, and more fulfilled life. I’ve been inspired by others to live life fully and want nothing more than to pay that feeling forward.

NAPFA Start Date

October 10, 2019

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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.
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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.

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This Office

800 W Main St Ste 1460 Boise, ID 83702-5983 Phone: (208) 830-7953
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