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Matthew Borchert, Financial Advisor serving the Maple Grove, MN area - Ameriprise Advisors

Matthew Borchert

CFP®, CRPC

Financial Advisor

OwnPath Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Insurance
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B. S. in Applied Economics; University of MN

Awards & recognition

  • Five Star Wealth Manager, 2019-2021

Interests

  • I enjoy spending time with family, friends and our two dogs (Sasha & Koda).
  • I enjoy all outdoor activities including but not limited to camping, boating, hiking and backpacking.
  • In my spare time I also enjoy being out on the golf course and attending sporting events.