Matthew Litzler, CFP®
Family Wealth Planner｜Wealth Management Advisor
I joined Pacific Portfolio in 2020 as a Family Wealth Planner and Advisor. With over 15 years of experience in this field, I provide my work expertise in virtually all aspects of wealth management including cash needs analysis, investment tax strategies, retirement, and estate planning.
PHONE
206.623.6641
How I Increase Your Value of Time®
In my current role, I help clients implement well-rounded financial strategies in the most efficient and effective ways possible. As a Family Wealth Planner, my duties include working closely with the Pacific Portfolio Advisors to create, implement and monitor financial plans of individual clients and families. I help my clients meet short-term and long-term financial objectives and ensure an appropriate asset allocation strategy. I am always looking to build a strong relationship with each of my clients via customized solutions for their needs. .
My Academic Base
I am a Certified Financial PlannerTM with a MBA from Oklahoma State University. I hold a bachelor’s degree in Business Administration, with a major in Finance and Economics from the University of Oklahoma.
What the Value of Time®
Means to Me Personally
Besides work commitments, I am an Eagle Scout and outdoors enthusiast. I enjoy spending time with my family, hiking around Seattle, and soaking in the splendor of nature in and around the city.
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