Matthew Simon, Financial Advisor located in Forest Grove, OR

Financial Advisor
Matthew Simon

CFP®, AAMS®
2031 Hawthorne St Ste A, Forest Grove, OR 97116opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Baseball
  • Sports Enthusiast
  • Traveling
  • Spending Time with Family
  • Golfing

Team Members

  • Gabe Miller
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(503) 992-8439

Fax

(877) 318-6672

Office Address

2031 Hawthorne St Ste A
Forest Grove, OR 97116opens in a new window

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