Matt Porter, Cfp®, Aif®

Matt Porter, Cfp®, Aif® Email and Phone Number

Tax-Smart Financial Planning for Individuals and Small Business Owners @ Cornerstone Advisory Group
Matt Porter, Cfp®, Aif®'s Location
Idaho Falls, Idaho, United States, United States
Matt Porter, Cfp®, Aif®'s Contact Details

Matt Porter, Cfp®, Aif® work email

Matt Porter, Cfp®, Aif® personal email

About Matt Porter, Cfp®, Aif®

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

Matt Porter, Cfp®, Aif®'s Current Company Details
Cornerstone Advisory Group

Cornerstone Advisory Group

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Tax-Smart Financial Planning for Individuals and Small Business Owners
Matt Porter, Cfp®, Aif® Work Experience Details
  • Cornerstone Advisory Group
    Financial Advisor
    Cornerstone Advisory Group Jan 2008 - Present
    Idaho Falls, Id, Us
  • Better Business Bureau Serving The Snake River Region
    Chairman Of The Board And Member Of The Board Of Directors
    Better Business Bureau Serving The Snake River Region Jun 2010 - Apr 2016
  • Beneficial Financial Group
    Financial Representative
    Beneficial Financial Group Aug 2006 - Dec 2007
    Us
  • Pricewaterhousecoopers
    Tax Intern
    Pricewaterhousecoopers Jan 2005 - Apr 2005
    Gb
  • Northwestern Mutual Financial Network
    Financial Representative Intern
    Northwestern Mutual Financial Network 2002 - 2003
    Milwaukee, Wi, Us

Matt Porter, Cfp®, Aif® Skills

Strategic Financial Planning Financial Analysis Financial Planners Estate Planning Accounting Investments Retirement Planning Financial Reporting Tax 401k Financial Modeling Personal Finance Financial Accounting Financial Advisory Insurance Retirement Microsoft Excel Wealth Management Mutual Funds Life Insurance Finance Portfolio Management Securities Disability Insurance Small Business Financial Services Wealth Investment Management Asset Allocation Fixed Annuities Financial Risk Investment Strategies Asset Management Series 7 Long Term Care Iras Alternative Investments Series 63 Personal Financial Planning Loans Credit Investment Advisory Pensions Risk Management Variable Annuities

Matt Porter, Cfp®, Aif® Education Details

  • Boise State University
    Boise State University
    Accounting
  • Brigham Young University - Idaho
    Brigham Young University - Idaho
  • Highlands High School
    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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