Matthew Benson (CFP®)

Matthew Benson focuses in the
following client markets or areas of practice:

Charitable Giving

College/Education Planning

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Sonmore Financial empowers technology and aerospace professionals as well as families and couples who are planning for or already enjoying retirement. Retirees and Pre-Retirees: We can help you ensure that your portfolio is prepared to deliver a secure, dependable lifestyle that can weather market ups and downs and provide for the unexpected. Technology Professionals: We stand ready to help with needs ranging from equity compensation to succession planning and wealth management. Aerospace Professionals: Our state-of-the-art financial research and planning tools help bring the same energy and focus to your investment and financial needs that you see in your forward-looking industry.

Additional Information

Matthew Benson, CFP® is owner of Sonmore Financial serving Arizona’s retirees and pre-retirees, aerospace business executives, and East Valley technology professionals. In 2023, Matt was recognized as an InvestmentNews 40 Under 40 for his leadership, contributions and impact in the financial services industry. Matthew has extensive experience in helping clients leverage existing benefits, available through employers and organizations, to put together an attainable financial plan. From Roth conversions to employee stock options and beyond, Matthew is passionate about serving his clients. He often lends his expertise to leading media outlets, having been featured in Bloomberg, MarketWatch and CNBC. Outside of the office, Matthew is inspired to contribute to his community through The Financial Planning Association of Greater Phoenix and with the Junior Achievement program, an organization dedicated to providing financial literacy to elementary, middle, and high school students.