Matt Stockman, CFP®
Director of Investment Operations & Wealth Coach
Matt is our Director of Investment Operations and is your guy if you need to get something done. He will be the first to tell you that the key to financial success is a good plan and that “it is never too early or too late to start.
Matt lives in Chanhassen with his wife, Kara, daughter, Sophia and their two cats whose names, “Mauer” & “Parise”, will give you a clue as to some of their interests as Minnesota natives. Matt is a man on the move – he enjoys golf, basketball, running, travel and loves time with friends and family. He also “guacs”! (That is Parable-speak for being the resident guacamole chef for our office potlucks).
Matt holds a Bachelor of Science degree in Finance from Iowa State University and is a Certified Financial Planner™ (CFP®). Matt is licensed to do business in AZ, CA, FL, IA, IL, MN, ND, and WI. California Insurance Producer License Number 0L69602.