About the Course
Financial planning may seem time consuming, and something we don’t feel equipped to do, but finding out how to become a millionaire is a topic likely to spark interest for everyone. In this session, we will demonstrate strategies to teach self-discipline, planning and making sound choices regarding education, spending wisely and taking prudent risks.
Matthew Willett is a registered investment advisor representative who works with individuals and families to create personalized financial plans and give honest investment advice. Prior to joining WealthPlan Advisors, Matthew worked at Charles Schwab where he serviced investment and retirement accounts for investors and advisors of wealth management firms across the country. He has a passion for financial markets and helping investors achieve their goals.
Matthew earned his Bachelor of Science in Business Management with an emphasis in Finance from Brigham Young University-Idaho.