Matt Porter, Cfp®, Aif® Email and Phone Number
Matt Porter, Cfp®, Aif® work email
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Matt Porter, Cfp®, Aif® personal email
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Matt is a Financial Advisor with Cornerstone Financial Advisors. He holds Series 6, 7, 63, 66, and 31 securities registrations along with Life, Disability, and Health insurance licenses for several states. Matt maintains the CERTIFIED FINANCIAL PLANNER™ designation.His career in the financial services industry in 2002 while completing an internship in Cincinnati, Ohio with the Northwestern Mutual Financial Network. Matt received his Bachelor’s of Business Administration in Accountancy from Boise State University. While still attending BSU, he worked as an Financial Representative with Beneficial Financial Group. Matt has received honors from the Financial Planning Association of Idaho, and appeared on local media stations for various financial topics. He currently serves as the Chair-Elect of the Better Business Bureau, and Secretary of the local chapter of National Association of Insurance and Financial Advisors (NAIFA). Matt enjoys spending time with his wife, 2 beautiful daughters, family, and friends. He is an avid sports participant and spectator. He enjoys sports such as basketball, football, ultimate Frisbee, fishing, skiing, hunting, boating, running, swimming, snowmobiling, and triathlons. At Cornerstone Financial Advisors we have been helping people pursue their financial goals for over 30 years. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using a comprehensive process to help them invest and protect their wealth, and prusue their most important financial goals with cost-efficiency and reliability. Investment Advisor Representatives offering Securities and Advisory Services through Cetera Advisors LLC, member FINRA/SIPC a broker/dealer and Registered Investment Adviser. Cornerstone Financial Advisors is independent of Cetera. Cornerstone Financial Advisors 1858 E. 1st StreetIdaho Falls, ID 83401208.529.6643matt@cfaidaho.net
Cornerstone Advisory Group
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Financial AdvisorCornerstone Advisory Group Jan 2008 - PresentIdaho Falls, Id, Us -
Chairman Of The Board And Member Of The Board Of DirectorsBetter Business Bureau Serving The Snake River Region Jun 2010 - Apr 2016
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Financial RepresentativeBeneficial Financial Group Aug 2006 - Dec 2007Us -
Tax InternPricewaterhousecoopers Jan 2005 - Apr 2005Gb -
Financial Representative InternNorthwestern Mutual Financial Network 2002 - 2003Milwaukee, Wi, Us
Matt Porter, Cfp®, Aif® Skills
Matt Porter, Cfp®, Aif® Education Details
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Boise State UniversityAccounting -
Brigham Young University - Idaho -
Highlands High School
Frequently Asked Questions about Matt Porter, Cfp®, Aif®
What company does Matt Porter, Cfp®, Aif® work for?
Matt Porter, Cfp®, Aif® works for Cornerstone Advisory Group
What is Matt Porter, Cfp®, Aif®'s role at the current company?
Matt Porter, Cfp®, Aif®'s current role is Tax-Smart Financial Planning for Individuals and Small Business Owners.
What is Matt Porter, Cfp®, Aif®'s email address?
Matt Porter, Cfp®, Aif®'s email address is ma****@****ail.com
What schools did Matt Porter, Cfp®, Aif® attend?
Matt Porter, Cfp®, Aif® attended Boise State University, Brigham Young University - Idaho, Highlands High School.
What are some of Matt Porter, Cfp®, Aif®'s interests?
Matt Porter, Cfp®, Aif® has interest in Guitar, Politics, Run, Swim, Economics, University Of Kentucky Basketball, Boise State Football, Bike, Ultimate Frisbee, Fishing.
What skills is Matt Porter, Cfp®, Aif® known for?
Matt Porter, Cfp®, Aif® has skills like Strategic Financial Planning, Financial Analysis, Financial Planners, Estate Planning, Accounting, Investments, Retirement Planning, Financial Reporting, Tax, 401k, Financial Modeling, Personal Finance.
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