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Matthew Bearth, CFP

Matthew Bearth, CFP

Financial Advisor

Matthew Bearth joined Box Financial Advisors in 2016 with the goal of becoming a Financial Advisor. His time in the Box Financial Residency Program has given him the valuable knowledge and experience he needed to make this vision a reality. In 2020, he obtained the Certified Financial Planner (CFP®) designation and now works with clients of his own.

In addition to serving his own growing book of business, Matthew assists fellow Advisor, Chris Hasling, in many of his client meetings. 

Outside of the office, Matthew’s interests include bowling, playing piano, and NFL football. Matthew and his wife live in Crystal with their four young children.