David Matthews, CFP^®

Focus Areas

Retirement Planning

Estate Planning

Tax Planning

Education Planning

Divorce Planning

About the Financial Advisor

David has been in the financial services industry since 1996 and joined Focus Financial in 2014.  His goal is to create financial plans and strategies that help his clients achieve confidence in their future. 

David focuses on serving young professionals, retirees, clients close to retirement, LGBTQ individuals/couples and widows/widowers.  His office is in Woodbury MN, but services clients in states across the country. 

David serves his clients by helping them create a plan that guides them through complicated financial decisions, with less stress, and more confidence and time to focus on the greater things in life. 

Education and Designations

• St. Cloud State University, Bachelor’s Degree, Finance and Economics  
• University of St. Thomas, MBA,  Finance 
• CFP^® – CERTIFIED FINANCIAL PLANNER^™

Personal Life

Outside the office, David loves to travel. He has had the opportunity to travel to many states around the country and Europe.  His favorite travel plan is going on cruises with his son.  They have a goal to go on every Disney Cruise ship before he goes to college!  He also enjoys playing the piano and finding new restaurants and microbreweries around town to meet up with friends.