Matt Cooley, CFP®

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About Matt Cooley, CFP®

I love helping others and I’m blessed with the opportunity to do so every single day as a financial advisor.

​I’ve worked for some of the most well-respected firms in the financial services industry and although I’m grateful for each of my previous experiences, I envisioned something different.

As a CERTIFIED FINANCIAL PLANNER™,  I’ve made a commitment to technical excellence and the highest ethical standards in our industry. My mission is to leverage my knowledge and expertise to provide my clients with peace of mind, allowing them the freedom to focus on family, friends, and community, and to enjoy the things most important to them.

On a more personal level, I live in the great city of Boise, Idaho with my wife Kaitlin and our two dogs, Rory and Harper. I enjoy sports, traveling, cooking, and taking advantage of the abundant outdoor activities Idaho has to offer. In addition to my Board Member responsibilities at Metro Community Services, I also spend time volunteering in the local sports community.

Although I’m a proud, double-major graduate from the College of Business and Economics at Boise State University, I strive for inclusion and will also work with Vandals, too.

In addition to helping clients keep more of and grow their hard-earned wealth, I believe financial advisors have a platform to inspire clients to live a healthier, happier, and more fulfilled life. I’ve been inspired by others to live life fully and want nothing more than to pay that feeling forward.

Are you ready to be inspired?

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Ideal Clients

  • Baby Boomers
  • Coronavirus Relief
  • Retirement Planning
  • Social Security
  • Tax Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options:

  • Quarterly Fee: $875+/qtr
  • Flat Fee: $3,500+/engagement
  • Hourly Fee: $350/hr

SEC Records:

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