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Matthew D. Nelson, CFP®, AIF®

Matthew D. Nelson, CFP®, AIF®

MANAGING PARTNER & SENIOR FINANCIAL ADVISOR

As an Owner & Executive Officer of Focus Financial Network, Inc. and Managing Partner & Senior Financial Advisor at Perspective 6 Group, Matt Nelson has dedicated his career to advocating for clients and helping them make smart financial decisions. In 2006, Matt founded Perspective 6 Group to create a client-focused, sophisticated asset management team. Additionally, Matt leads his group's Investment Committee, overseeing all client portfolios, research, and infrastructure.

In 1998, Matt began his career at American Century Investments in Kansas City, MO, learning vital investing principles and business retirement plan operations. He added financial planning and insurance analysis to this experience while working at Legacy Financial and MassMutual during the bear market of 2000-2002. Later on, while working at Wings Financial Federal Credit Union, Matt was responsible for managing investment assets while coordinating financial planning services for credit union members. Since 2006, Matt has been guiding clients as an independent financial advisor. His experience has seen euphoric investment market bubbles, significant market declines, and a wide range of investor emotions.

FOCUS AREAS

  • Retirement Income Planning for executives and key employees in Medical Alley with an emphasis at:
    • 3M, Abbott, Boston Scientific, Ecolab, Emerson, Medtronic, United Health Group,
  • Business owners transitioning from ownership to retirement
  • Self-employed professionals without benefit plans or business equity to store wealth for retirement

EDUCATION AND INVOLVEMENT

PERSONAL LIFE

As an Eagle Scout, Matt enjoys many outdoor activities including bicycle racing for the team he co-sponsors, Peace Coffee Racing, XC Skiing, snowboarding, traveling, and spending time with his wife, Taunya.