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Matthew S Weber

Advisor Image
Matthew S Weber
Financial Advisor
.
CFP®, FIC
Charitable Giving /Philanthropy
Estate Planning
Tax Efficient Planning
Retirement Planning
About Matthew Weber
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Bachelors of Physical Education, Pacific Lutheran University
  • CERTIFIED FINANCIAL PLANNER®
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
My state licenses
  • California(Insurance Lic. #0H15356)
  • Colorado
  • Delaware
  • New Hampshire
  • New York
  • Oregon
  • Washington
  • Wisconsin

Insights

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Please join me for a workshop presented by Christal Hillstead where she will discuss 7 Common Estate Planning Myths. Christal is a local attorney who specializes in creating customized estate plans which reflect your unique family, your priorities and your choices. This workshop is available: - Thursday Feb 9 at 3:00 pm - Thursday Feb 9 at 6:00 pm Please RSVP by emailing Matthew.Weber@Thrivent.com or call 253-445-2423.
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Looking for a new career path where your skills as an educator can shine? Consider joining Thrivent as a financial advisor. We’re looking for purpose-driven people who love guiding others toward their goals. Register for our June 30 webinar to explore this rewarding career path. We’ll focus specifically on how you can transfer your skills and experience while continuing to make a difference in the lives of others. Sign up today: thriventcareers.com/june30-webinar (No products will be sold.)
Working tax efficiency into your financial strategy
Working tax efficiency into your financial strategyDid you know there are strategies you can put in place that could reduce your taxes now and in retirement? Let’s start with the basics.
Office location
Puyallup Location
437 29th St NE Suite C
Puyallup, WA 98372
Phone253-445-2423Hours
M – F: 9 a.m. – 5 p.m.
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.