Matthew Wolfe, CFP®, CKA®
Associate Wealth Advisor
Matthew is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Matthew joined D.R. Saur Financial as a Financial Advisor, helping clients identify and develop their financial road maps. Before that, he served as a Client Analyst for Markit, an insurance claims adjuster at Zurich North America, and began his career in financial services as a data entry specialist at JP Morgan Chase & Co. He received his Bachelor of Business Administration in finance from the University of North Texas and a Bachelor of Biblical Studies from Charis Bible College. Matthew and his wife have been blessed with two wonderful sons and, in his spare time, Matthew enjoys playing piano, singing, exploring national parks, and volunteering at his church.