Matthew Nelson, Cfp® Aif® Eca Email & Phone Number

With over 20 years experience, I am passionate about helping MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. As the Founder, Managing Partner, and Senior Financial Advisor at Perspective 6 Group, I lead a team of dedicated wealth managers who provide comprehensive and personalized financial planning and investment management services to our clients.In 2023, I launched a podcast to speak directly to MedTech professionals addressing their unique benefits and finances. The MedTech Wealth Advisor Podcast aims to educate MedTech on the options available to them, so they can achieve financial freedom. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA), I specialize in helping our clients navigate the complex and evolving landscape of equity compensation, financial independence, portfolio management, and income tax minimization. I also leverage my experience as a private equity investor and an executive officer at Focus Financial Network, Inc., to offer strategic insights and guidance on business succession, valuation, and exit planning. My mission is to empower our clients to achieve their financial and personal goals with confidence and clarity.Investment advisory, insurance and financial planning services offered through Focus Financial Network, Inc. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services mentioned here are independent of Osaic Wealth.

Listed skills include Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, and 1 others.

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  Pillsbury College

  Business Administration & Information Technology