Matt Fizell, Financial Planner and COO
I work and get along best with….
Small Business Owners
Those in the boating community
Growing up in a single parent household, I was exposed to a great deal of financial strains at home as a child. Money was always a factor in what we could and could not do as a family, and it wasn’t until I was in college I understood the sacrifices my mom made to give me an amazing childhood.
While attending college, I was fortunate enough to have exposure to entrepreneurship, and my first real experience having any form of disposable income. My sophomore year of college was when I discovered Financial Planning as a career option and based on my childhood experiences with money, I almost instantly knew I had found my calling. I graduated from the University of Wisconsin-Madison with a degree in Personal Finance in 2015.
My first job out of college was with a large insurance company who pitched me a real “financial planning job”, which quickly changed into them wanting me to sell large amounts of insurance. After having studied Personal Finance and having the education requirement to sit for the CFP Exam, I quickly realized this was not the position I was promised and would not be a suitable long term fit.
In 2017, I left my job with the insurance company and started working with a fee-only planner at a small firm located in Madison, Wisconsin, where I currently reside. I greatly enjoyed working with clients, being involved in building financial plans, and helping run the business more effectively for both the clients and the lead planner. This led me to form my own consulting business where I currently support several fee-only planners across the country in addition to helping clients of my own.
My goal in financial planning is to be able to help those who are ready to take charge of their financial lives, regardless of how much or how little they have in their financial picture.
In my spare time I enjoy playing in recreational sports leagues, riding the countless bike trails here in Madison, or spending time near or on the water. As a commitment to serving my community, I serve as the President of the local chapter of Wake the World, a non-profit organization with a mission to impact the lives of underprivileged, abused, and fostered children by teaching them to waterski and wakeboard.