Focus Areas
Comprehensive Financial Planning
Wealth Management
Retirement Planning
About the Financial Advisor
Matt began his financial advising career in 2001 with Morgan Stanley. Prior to coming to Focus Financial, Matt was at both Fidelity and Charles Schwab where he advised books of over $300 million in total client assets. Matt recently joined in partnership with Darin Glanzer to form Seasons Wealth Group.
Matt’s commitment to his clients is to have ongoing, proactive contact through each stage of the market and his client’s lives. He serves his clients by aligning their goals with investment and planning strategies to assist in the accumulation, asset management, and preservation of wealth.
Matt focuses on serving clients in all the states where they reside.
Education and Designations
- Bethel University – St. Paul, Minnesota, Bachelor’s Degree
Personal Life
Matt’s wife, Mary, is a registered nurse at St. John’s Hospital. They are parents of five children and grandparents to two.
Contact
Direct Phone: 651-379-3963
Main Phone: 651-631-8166
E-mail: mmattheisen@focusfinancial.com
Suite 5500
Minneapolis MN 55413
