Matthew Platt, CFP®

Matthew serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Matthew has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Matthew worked for a national broker-dealer as a financial advisor.

Matthew earned his Bachelor of Science degree in mathematics from the University of Nebraska. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Matthew and his wife, Christa, have three children: Odin, Beren and Griffin. In his spare time, Matthew enjoys hunting, camping with his family and snowboarding.