Matthew Nelson, CFP^®, AIF^®, ECA^®

Focus Areas

Retirement Planning

Equity Compensation Planning

Comprehensive Financial Planning for Key Employees & Business Owners

About the Senior Financial Advisor

Matt is an Owner and Executive Officer for Focus Financial. He is the Founder and Managing Partner for the Perspective 6 Group. Matt founded the Perspective 6 Group to create a client-focused, sophisticated asset management team.  

He focuses on serving MedTech employees and executives with their equity stock options, retirement income planning, businesses with transition planning, and self-employed professionals with benefit plans in Minneapolis, MN. 

Matt serves his clients by advocating and helping make smart financial decisions. His team takes all aspects of wealth management into perspective to make informed decisions. 

Education and Designations

• Pillsbury College, B.S., Business Administration and Information Technology, cum laude
• CFP^® – CERTIFIED FINANCIAL PLANNER^™
• AIF^® – Accredited Investment Fiduciary^®
• ECA^® – Equity Compensation Associate
• FPA – Member of the Financial Planning Association

Personal Life

As a former Eagle Scout, Matt enjoys many outdoors activities—especially competitive bicycle racing for the team he co-sponsors, Peace Coffee Racing. In his other spare time, Matt enjoys XC Skiing, snowboarding, traveling, and spending time with his wife, Taunya.