Matthew Bearth, CFP®

Financial Advisor at Box Financial Advisors Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Minneapolis, Minnesota, United States, US

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2020
    - Sep, 2024
  • FIC
    -
    Jan, 2016
    - Sep, 2024

Experience

  • Box Financial Advisors Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jan 2021 - Present

    • Client Service Associate
      • Dec 2016 - Jan 2021

      I assist clients with a variety of sercive items and do my best to ensure that their experience at our firm is exceptional.

  • Knights of Columbus Insurance
    • United States
    • Insurance
    • 700 & Above Employee
    • Field Agent
      • Jul 2014 - Dec 2016

      As a Field Agent with Knights of Columbus, my mission is to ensure every member has the financial protection they deserve. I help brother Knights and their families prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs. As a Field Agent with Knights of Columbus, my mission is to ensure every member has the financial protection they deserve. I help brother Knights and their families prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs.

Education

  • University of St. Thomas
    Catholic Studies, Psychology, Philosophy
    2010 - 2014
  • Cretin-Derham Hall High School
    2005 - 2010

Community

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