CFP, Family Wealth Planner | Associate Advisor
Matthew Litzler joined Pacific Portfolio in 2020 as a Family Wealth Planner and Associate Advisor. In his current role, Matthew helps clients implement well-rounded financial strategies in the most efficient and effective way possible.
With over 15 year of experience, Matthew brings to his work expertise in virtually all aspects of wealth management, including cash needs analysis, investment tax strategies, retirement and estate planning.
As a Family Wealth Planner, his duties include working closely with Pacific Portfolio advisors to create, implement and monitor client financial plans, to maintain the appropriate asset allocation strategy within client portfolios, and to propose solutions that enhance the overall client relationship.
Matthew is a Certified Financial Planner with an MBA from Oklahoma State University and a Bachelor’s in Business Administration majoring in Finance and Economics from the University of Oklahoma.
Outside of work, Matthew is an Eagle Scout and outdoors enthusiast who enjoys spending time with his family hiking around Seattle and its incredible surroundings.