Clearwater Wealth Management

Core Focus

Matt’s focus is on Wealth Management and financial planning for private clients. 

Matt Stelmas 

 

Matt is a CERTIFIED FINANCIAL PLANNER™ Practitioner. His educational background includes an MBA in finance from Alaska Pacific University and a B.S. from Michigan Technological University. He has worked in the financial services industry for over 18 years. Matt’s focus is on Wealth Management and financial planning for private clients. 

Prior to joining the financial services industry Matt served in the United States Marine Corps and worked as a commercial pilot. He is still an avid pilot and enjoys fly fishing, hiking and exploring new places with his family.

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Have Questions? Reach Out

7090 Atascadero Avenue

Atascadero, CA

P: 805.409.7672
F: 206.838.3681

 

 

 

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