Matt Elliott

Matt Elliott focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs

Planning Specialties

  • Comprehensive Financial Planning
  • 403(b) and Pension Analysis
  • Investment Management
  • College Education Planning
  • Student Loans
  • Tax efficient

Additional Information

Why healthcare professionals? I married one! My beautiful wife is a nurse at Mayo Clinic and dedicates her life to helping others become well. My mission is to serve others that take on the same noble cause so you can focus on what is important: family, patients, and yourself.

This isn’t my first time performing surgery. Before founding Pulse Financial Planning, I worked at Scottrade and TD Ameritrade for 10 years where I was responsible for a practice of over $500 million in assets. I graduated from Winona State University with a bachelor’s degree in Finance and also hold the CFP® designation.
Ultimately I wanted to work in an environment built around integrity that I could feel good about. It’s why I decided to start my own firm, earn the CFP® certification, take a fiduciary oath, and work with clients on a fee-only basis. I’ve taken an oath to put the interest of clients ahead of my own and receive compensation only directly from clients. You deserve to know who’s paying me. I’m here to serve nobody but you.

NAPFA Start Date

December 10, 2019

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This Office

3265 19th Street NW Suite 700 Rochester, MN 55901-4809 Phone: (507) 218-7707