Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
- For Clients
- For Advisors
- About
- Library
- Login
- Contact
-
Matthew Clooten CFP®, CRPC®
Managing Director – Investments
Perspective You Can Count On
“I take the time to get to know my clients and to understand their financial hopes and dreams. I ask questions, listen to the answers and then sit down and explain the strategies that I believe will help guide them to financial freedom.”
– Matt Clooten, CFP®, CRPC®
Financial Advisor
After sitting down with his wife and a financial professional to work on their own financial plan, Matt Clooten knew that he made the right decision in 2007 to leave his leadership position in the pharmaceutical industry after nine years to join the financial consultant training program at brokerage firm A.G. Edwards. Working for Pfizer as a district manager sharpened Matt’s business acumen and made it clear to him how much he valued strong client relationships. He knew that the process of working with his clients and developing strategies that would help them achieve their financial goals would energize him.
In 2010, Matt joined Benjamin F. Edwards & Co., a firm that is committed to providing top-notch, client-first service, while also adhering to the Golden Rule. As a financial consultant at Benjamin F. Edwards & Co., Matt can provide a wide-range of services, from helping define a financial approach that suits the unique needs of his clients, to selecting the individual investments that may be a part of it. In addition, he is prepared to assist his clients as they map out a plan for retirement and outline the wealth transfer strategies that will help ensure that their assets move to the next generation in a smooth and orderly manner.
With access to a broad array of company resources, including some of the industry’s leading money managers, Matt helps his clients make informed investment decisions based on their specific needs. At Benjamin F. Edwards & Co., Matt does not have any product or sales quotas, and is free to recommend the investments and services that best fit his clients’ investment goals.
In addition to his professional responsibilities, Matt is an elder at the Well Church in Madison and volunteers whenever he can in the community. He loves spending time with his wife, Allison, and his daughters, Ruby, Madison and Chloe. His other interests include reading, exercise, playing guitar, hunting and fishing.
About Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co. is a company that is passionate about client service and strives to put its clients’ interests first while providing personalized investment advice based on a relationship of mutual understanding and trust. The firm was founded in 2008 by Benjamin F. (Tad) Edwards IV, a 30-year securities industry veteran and son of Benjamin F. Edwards III, the legendary chairman of A.G. Edwards – a 130-year-old securities firm led by five generations of the Edwards family and known for its client-first business model.
With a tagline of “Investments for Generations,” Benjamin F. Edwards & Co. is a privately-held financial services firm, headquartered in St. Louis, Mo., which offers a wide array of investment products and services. For more information, please visit our website at www.benjaminfedwards.com.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning®.
Phone 608-233-1000
Toll Free Phone 888-877-8097
Phone (Direct) 608-233-1000
Text (Direct) 608-710-4616
Fax 608-233-1085
What is a CRPC®? A CHARTERED RETIREMENT PLANNING COUNSELORSM, or CRPC®, designation from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses pre- and post-retirement needs, including asset management and estate planning. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, and are subject to a disciplinary process.
Check the background of this investment professional on FINRA’s BrokerCheck