I have been a financial advisor serving the Magnolia community since 2014. It's my job to understand what's most important to my clients and through an established process, build a personalized financial strategy.
I enjoy working one-on-one with new investors, families and individuals looking to establish a consistent income stream in retirement. I take pride in educating clients and helping to design a roadmap on how to get from point A to point B with a financial strategy. I have seen firsthand the impact planning has had for my family and I want to make sure others have that opportunity.
Outside of work, I grew up in Washington state and have lived around the Pacific Northwest before settling down in Seattle in 2011. My wife, Anali, and I have been married for seven years and we have two children, Vera and Enzo. As a family we like to visit parks, watch for boats and trains, and ride bikes on the many different trails in the area.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Home Improvement
- Golfing
- Reading
- Cooking
- Landscape Design
Personal Interests
- Home Improvement
- Golfing
- Reading
- Cooking
- Landscape Design
Office Information
Phone Number
Matthew Charbonneau at (206) 282-3426Branch Team
- Michelle Watters
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:00PM |
Monday | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Tuesday | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Wednesday | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Thursday | 07:30AM - 04:00PM |
Fri | 07:30AM - 04:00PM |
Friday | 07:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:00PM |
Monday | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Tuesday | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Wednesday | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Thursday | 07:30AM - 04:00PM |
Fri | 07:30AM - 04:00PM |
Friday | 07:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Branch Team
- Michelle Watters
- Sr. Branch Office Administrator
Branch Team
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