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Matthew Bearth, CFP

Matthew Bearth, CFP

Financial Advisor

Since he started at Box Financial Advisors in 2016, Matthew has had 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 clients, Matthew assists fellow Advisor, Chris Hasling, in many of his client meetings and also provides support for the Box Financial Planning Department.

Outside of the office, Matthew’s interests include bowling, playing piano, and NFL football. Matthew and his wife, Lisa, recently purchased their first house. They live in Crystal with their three young children.