Wealth Advisor
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My name is Matthew Oleson, and I have been in the financial planning industry since 2004. Whether you are just starting out in your career or are preparing for the retirement you've dreamed about, I can help you identify financial opportunities to help you reach your ultimate destination with confidence. From life insurance needs, to investment advice, and retirement planning - as CERTIFIED FINANCIAL PLANNER™ I can do it all. My goal is to always seek the best interests of my clients and their goals. At Thrivent we view money as a tool - that can lead to fulfilling and generous lives.
I have been happily married to my wife, Kacy, since 2007 and together we have five wonderful kids. We have recently ended our journey as foster parents for over a decade after adopting 3 of our 5 kids. We remain dedicated to helping kids in foster care, as well as many other in our community by being involved in various local non-profit organizations. Living out my Christian faith by being generous to others is one of the things I enjoy most. Being a part of the Thrivent community, I have been able to do this more than I could have anywhere else. I am passionate about helping my clients learn to be wise with their money - so that they too can live generously.
- Coach with The Phoenix
- Volunteer as a Mentor with the Hillsborough Education Foundation
- Facilities Team at Radiant Church Brandon
- Bachelor's Degree, University of South Florida
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Retirement Income Certified Professional®
- Certified Kingdom Advisor®
- Series 7 - General Securities Representative
- Alabama
- Alaska
- Arizona
- California(Insurance Lic. #0L68903)
- Florida
- Georgia
- Illinois
- Indiana
- Iowa
- Kansas
- Louisiana
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- New Jersey
- New York
- North Carolina
- Ohio
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington DC
Insights
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.