Matthew Sivertsen, CFP®, CeFT®

Sr. Financial Planner

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Quad Cities

Phone:

(309) 797-4030

I am passionate about helping clients understand the complex world of finance, and giving them the knowledge and tools to better understand their financial lives. Among my long-term goals as a financial planner is to be a catalyst for creating conversations about money for multiple generations of families. One of my biggest accomplishments has been pioneering a net worth and income compensation model that better aligns our fee with how we work with our clients. The model works well across various income and asset levels enabling us to serve people of all ages and generations, achieves a totally conflict free situation and can potentially reduce management fees to deliver greater value for our clients. The highlight of my career has been appearing in a feature article about retainer models on the cover of Financial Planner Magazine with my Moline partners.

“The bridge between knowledge and skill is practice. The bridge between skill and mastery is time”

When I am not working, I enjoy spending time with family and friends. I play the saxophone in Minus Six, a pop/rock original group, and sit in with other rock and jazz groups throughout the Quad Cities area. I am a runner, cyclist, swimmer, snow-skier, and golfer. My wife Laura and I stay active keeping up with our son Christopher and our border collies Stella and Sammy.

Credentials

Affiliations: Fee-Only Planning

Areas of Expertise: Life Transitions, Strategic Financial Planning, Cash Flow Coaching, Divorce Planning

Education:

  • Certified Financial Planner Program from The American College 2006
  • BA in Music Performance from University of Illinois at Urbana-Champaign 2001

Memberships: Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Financial Transitionist Institute (FTI), Money Quotient (MQ)

Leadership: River Music Experience and William Butterworth Foundation

What inspires me:
The pursuit of mastery

Most effective saving tip:
The most valuable dollar you will have in retirement is the first one you saved 

My greatest extravagance (under $100):
Live music events

Favorite destination:
Hawaii

Why I love what I do:
I love to be inspired by those around me

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Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.