Matthew Benson, CFP®, is owner of Sonmore Financial and a Certified Financial Planner™ serving Arizona’s retirees and pre-retirees, aerospace business executives, and East Valley technology professionals. Matt specializes in tax efficient investing, helping Sonmore’s clients maximize their retirement, college savings or donating to a worthy cause.

Matthew has extensive experience in helping clients leverage existing benefits, available through employers and organizations, to put together an attainable financial plan. From Roth conversions to employee stock options and beyond, Matthew is passionate about clients navigating the stages of their lives on their own terms – with a bit of expert guidance. He often lends his expertise to leading media outlets, having been featured in Bloomberg, MarketWatch and CNBC.

Matthew began his financial industry journey in 2011. After earning his Bachelor of Science in Finance from the College of Business Administration at the University of Nebraska, Lincoln, Matthew worked with Vanguard and Mutual of Omaha. In addition to the Certified Financial Planner™ designation, he also holds his FINRA Series 7, 63, and 65 registrations. Matt has been vetted as a SmartVestor Pro™ through Dave Ramsey Solutions.

Outside the office, Matthew is actively involved in 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 playing sand volleyball, hiking, exploring national parks, cheering on the Huskers, and going on extensive road trips with his wonderful wife, Alexa and three kids, Ramsey, Stanton, and Pierce.