As a Financial Planner and Investment Advisor Representative with Blakely Walters, Matthew Benson provides clarity to his clients in their financial plan. He specializes in tax efficient investing whether it be for retirement, college, or saving for that dream home. Having been involved in the financial industry since 2011, previously employed with Vanguard and Mutual of Omaha, Matthew has extensive experience in helping clients leverage existing benefits, available to them through employers and organizations, to put together an attainable financial plan that utilizes resources in the most optimal way possible.
Matthew earned his Bachelor of Science in Finance from the College of Business Administration at the University of Nebraska, Lincoln. He is a Certified Financial Planner™, a SmartVestor Pro™ through Ramsey Solutions, and holds his FINRA Series 7, 63, and 65 registrations. He is actively involved in Local First Arizona, the Chandler Chamber of Commerce, Redemption Church, and The Financial Planning Association of Greater Phoenix. He is incredibly passionate about his involvement with Junior Achievement, an organization whose goal is to provide financial literacy to elementary, middle, and high school students.
When Matthew is not crunching numbers, he enjoys spending time with his wife, Alexa, and daughter, Ramsey. The three of them enjoy playing sand volleyball, hiking, exploring national parks, cheering on the Huskers, and going on extensive road trips.
1490 South Price Road
Chandler, AZ 85286
Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program. Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with NEXT Financial Group, Inc. and are not sponsored or endorsed by NEXT Financial Group, Inc.