Matthew Benson, Cfp® Email and Phone Number
Matthew Benson, Cfp® work email
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Matthew Benson, Cfp® personal email
Matthew Benson, Cfp® phone numbers
To understand WHAT we do, you first need to understand WHY we do it. Our clients are mothers, brothers, grandparents, professionals, evangelizers, travelers, private pilots, mountain bikers, and above all problem solvers. Our goal is to help our clients create an efficient plan that may provide them the opportunity to retire early. Many of our clients never retire in the traditional sense of the word, they simply graduate to taking care of grandkids, building a strong family legacy, or consulting to other professionals in their field.It's hard to see spending more time mountain biking with your friends and family when we're talking about Roth Conversions, tax loss harvesting, gifting appreciated stock to your church, or how to exercise your RSU's and ISO's, but when we plan things out to mitigate taxes, payoff the mortgage, build up an investment account to bridge you to social security, and build your H.S.A. to help give you options for health coverage before 65 that is exactly what we're doing. We are helping to enable our clients to spend their time where they wish, not be shackled to what they have to do.We won't be the catalyst for a new manufacturing patent, or spread the Gospel to thousands, or go to hundreds of countries, but our clients may, and we are so appreciative of the small part that we get to play in helping our clients spend THEIR TIME on what truly matters to them.Advisory services offered through Sonmore Financial, LLC, a Registered Investment Advisor in the state of Arizona.Industry regulations prohibit endorsements or testimonials for Sonmore Financial or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Sonmore Financial a Registered Investment Advisor in the State of Arizona. Sonmore Financial and Sonmore Financial are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.
Sonmore Financial
View- Website:
- sonmorefinancial.com
- Employees:
- 1
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Owner And Certified Financial Planner™ ProfessionalSonmore FinancialChandler, Az, Us
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Owner/Certified Financial Planner™ ProfessionalSonmore Financial Mar 2015 - PresentChandler, Arizona, United StatesI love my job. Every day I get to help people navigate THEIR financial picture. The financial services industry can be daunting and I take a lot of pride in running an independent firm where we can help our clients sort out what is in their best interest. Our planning includes, but is not limited to: cash management and tax planning, investments, risk management and insurance, and estate planning.
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Smartvestor™ Pro Formerly Endorsed Local ProviderRamsey Solutions, A Dave Ramsey Company Feb 2017 - PresentTempe, Az -
Concierge Services AssociateVanguard Aug 2014 - Mar 2015Scottsdale, Az-Worked in a dual-role combined with Client Relationship Associate.-Assisted prospective and current clients in bringing assets to Vanguard by building rapport, helping them to understand the benefits of consolidating assets at Vanguard as well as the benefits of simply investing at Vanguard in general.-Provided customer service going above and beyond the clients expectations by giving them an overview of the asset transfer process, reaching out to their current financial institution to get the ball rolling, and pre-filling the paperwork for clients.-Educated the client on Vanguards philosophy and how to invest their money when they bring it over. -
Client Relationship AssociateVanguard Feb 2014 - Mar 2015Scottsdale, Az- Serviced clients in a professional contact center, built relationships and developed loyalty by providing a great experience for all clients, and showed the ease of use of our products and Vanguard.- Enhanced the client experience by fully understanding their situation through asking open-ended questions, active listening, and building trust.-Assisted clients in constructing portfolios that matched their risk tolerance considering their time horizon and objective of their money.
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Licensing ProctorVanguard Jun 2014 - Oct 2014Scottsdale, Az-Supervised 30 new hire employees at an offsite location and 23 at an onsite location.-Led discussions on studying for both the Series 7 and Series 63.-Met with individual employees to further assist them in passing their licensing exams by holding them accountable, reviewing topics, and showing them their progress.-Managed each employees progress through Excel
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Organization Leader/Sales PersonSouthwestern Company May 2009 - Oct 2013Greater Nashville Area, Tn• Supervised, motivated, and led an organization of 15+ salespeople each summer for direct sales• Conducted 50+ group informational sessions and 200+ individual interviews• Facilitated meetings throughout the year on advanced sales, leadership, and management training• Developed managerial, public speaking, and advanced sales skills through over 300+ hours of training• Personally recruited and trained 12 first year salespeople for direct sales• Conducted nightly individual coaching calls in goal setting, positive attitude, self motivation, time management, and advanced sales techniques• Personal Retail Sales over $137,000 combined during three summer selling periods -
PresidentPi Sigma Epsilon-Zeta Upsilon Sep 2011 - May 2012Lincoln, Nebraska Area• Started the Zeta Upsilon chapter of Pi Sigma Epsilon at UNL, a business fraternity with emphasis in Marketing, Management, and Sales• Recruited 7 executive board members as well as an additional 17 founding members• Communicated with nationals and UNL throughout the start-up process• Created and directed Advisory Board• Directed meetings and managed executive board -
Sales InternMutual Of Omaha Jan 2011 - Apr 2012Lincoln, Nebraska Area• Called prospects to set up appointments to sell 401k administration, Medicare supplements and long-term care insurance• Built relationships with prospective clients
Matthew Benson, Cfp® Education Details
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Finance, Minor Management -
Finance, General
Frequently Asked Questions about Matthew Benson, Cfp®
What company does Matthew Benson, Cfp® work for?
Matthew Benson, Cfp® works for Sonmore Financial
What is Matthew Benson, Cfp®'s role at the current company?
Matthew Benson, Cfp®'s current role is Owner and CERTIFIED FINANCIAL PLANNER™ Professional.
What is Matthew Benson, Cfp®'s email address?
Matthew Benson, Cfp®'s email address is mb****@****ers.com
What is Matthew Benson, Cfp®'s direct phone number?
Matthew Benson, Cfp®'s direct phone number is +148077*****
What schools did Matthew Benson, Cfp® attend?
Matthew Benson, Cfp® attended University Of Nebraska-Lincoln, University Of Nebraska-Lincoln.
Who are Matthew Benson, Cfp®'s colleagues?
Matthew Benson, Cfp®'s colleagues are Camilo Hernandez.
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