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Matthew Bearth, CFP®, CAP®

Matthew Bearth, CFP®, CAP®

Financial Advisor

612-347-8614

612-843-4055

mbearth@boxfinancialadvisors.com

Since joining the firm in 2016, Matthew Bearth has enjoyed the journey of learning the financial planning business from the ground up. In 2020, he obtained the Certified Financial Planner (CFP®) designation and has been growing his practice ever since. He is now responsible for over 100 client households and is eager to serve more families going forward.

Matthew has developed an expertise and passion for working with charitably inclined clients, especially ones who share his faith and values.

Matthew lives in Crystal with his wife and five children and attends Holy Family Catholic Church in St. Louis Park.

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