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 small 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. We have two cats, Baci and Dolce. One is a little bit ornery, and the other will be your best friend.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Home Improvement
- Landscape Design
Phone NumberMatthew Charbonneau at (206) 282-3426
|Mon||07:30AM - 04:00PM|
|Tue||07:30AM - 04:00PM|
|Wed||07:30AM - 04:00PM|
|Thu||07:30AM - 04:00PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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