Giving Back: Video Series Part 2 | Matt Roberts, Chief Planning Officer, Financial Planner of Syverson Strege 00:10:00
Matt Roberts is the Chief Planning Officer at Syverson Strege and a CERTIFIED FINANCIAL PLANNER™ practitioner. He is committed to serving others to enrich and empower their lives. His primary focus is to ensure clients maximize what they desire from their money and reach their personal and financial goals. Matt provides peace of mind, joy, and clarity of personal and family wealth through comprehensive financial planning strategies. He often says “there are only three place you will leave your money when you are gone: your family, your community, or the government. It’s up to you to decide your legacy. Matt also leads the firm’s Planning Committee which is responsible for the oversight of the financial process. He earned his B.S. in finance from Iowa State University and a Master of Financial Management (MFM) degree from Drake University.