Matthew Seppanen (CFP®)

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

Medical Professionals

Retirement Planning & Distribution Rules

Planning Specialties

Hello, I serve as a financial planner for Emergency Physicians in their 40s who are tired of working night shifts and are looking to retire by age 55.

Understanding the nuances of your career arc – and the stresses of Emergency Medicine – I work to create a plan that accounts for your increasingly complex financial, tax, and investment needs while preparing you for retirement at age 55.

Additional Information

I live in the mountain town of Park City, Utah with my wife, Denyse, and our three kids. When I'm not geeking out on financial news or white papers you'll find me outside with family, or hanging out with friends.

I graduated from Northwestern University and was an All-American on the golf team. I completed my post-graduate work in the CERTIFIED FINANCIAL PLANNER™ Certification program through Pepperdine University and hold the CFP® designation.