Matt Stewart, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER™ & Accredited Investment Fiduciary®
"Inaction breeds doubt and fear. Action breeds confidence and courage. If you want to conquer fear, do not sit home and think about it. Go out and get busy."
- Dale Carnegie
Pursuing Education has always been an integral part of Matt’s core values, both professionally and personally. He graduated from The University of Utah in 2001, Majoring in Finance. His passion for financial concepts started at a very young age and through the inspiration of his Grandmother, Thelma. She taught him to enjoy life along the way and to “take care of the pennies, so the dollars would take care of themselves.”
Saving and investing to make “Work Optional” and assisting others to execute on their most pressing Goals is the motivation for Matt’s desire as a financial professional. New and existing clients take notice of his impeccable attention to detail, desire to understand their needs and knowledge in helping them to execute their plan.
In addition to his CERTIFIED FINANCIAL PLANNER™ certification, Matt is also an Accredited Investment Fiduciary™ (AIF®).
The prestigious CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. Matt is dedicated to helping his clients work toward their financial goals by guiding them through the investment planning process set forth by the CFP Board of Standards.
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
ABOUT ME
I grew up in Salem, Utah where my love for the outdoors and the tight knit community began. I met my wife at a Church singles ward in Spanish Fork and after a few dates, I knew that she was the one for me. I have been married for over 20 years to Anna who grew up in Springville. We have two boys and two girls and we enjoy travel, working as a family outside and taking on projects that the kids dream up. We’ve made Mapleton our home for the last 14 years and we enjoy the open space, rural feel of the town and most of all the Great People.