Matthew Ogurkow, CFP

For more than 15 years I have worked in collaboration with clients as they plan and pursue their financial goals and dreams. During this time, I have established and maintained many strong lasting relationships with clients. As a CERTIFIED FINANCIAL PLANNER? professional, I enjoy helping clients think through and plan a holistic financial picture while considering all the intricacies of tax, insurance, investment strategy, estate, and retirement planning. I have learned that when clients have a strong wealth plan they understand and can relate to, it brings tremendous financial confidence and helps alleviate some of their fears regarding market volatility and their financial future. I am married to my best friend Rachel and have three awesome kids. In my free time I enjoy playing soccer, running, and hiking. I love to volunteer as a soccer coach and serving the needs of our community through our local church. While life can feel very busy most of the time, I somehow am still able to enjoy sitting down at coffee shops to enjoy a good book every now and then. Wells Fargo Advisors does not provide legal or tax advice. CA Insurance Lic. # 4287324. Resident State WA 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.