Broker Check
Matthew  Emerson, CFP®

Matthew Emerson, CFP®

Wealth Management Advisor

“Don’t let the fear of striking out keep you from playing the game.”

Three words that describe me:

Dependable, driven, outgoing

My education:

In addition to a bachelor’s degree in Financial Planning from University of Illinois at Champaign-Urbana, I hold a FINRA Series 7 and 66 license and I am a CERTIFIED FINANCIAL PLANNER™ professional.

A fun fact:

My first paying job was a youth basketball referee.

An aspiration:

To play a better round of golf!

Why me:

I can help people at different stages of their life as they work towards financial goals. I’m rewarded by showing them that their goals are achievable. And they are rewarded by seeing their goals come to fruition.