Today, Ben welcomes Matthew Bearth for a thoughtful conversation on estate planning, legacy, and...
Why Legacy Planning for Catholic Families Requires More Than Estate Documents | Matthew Bearth
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Matthew Bearth
Box Financial Advisors | Financial Advisor
Specialties: Charitable Planning | Retirement Transition | Trusts/Estate Planning
Certifications or Designations: CAP (Chartered Advisor in Philanthropy®) | CFP®
About Matthew
"Since joining Box Financial in 2016, Matthew Bearth has enjoyed the journey of learning the financial planning business from the ground up. In 2020, he obtained the Certified Financial Planner (CFP®) designation and has been growing his practice ever since. He is now responsible for over 100 client households and is eager to serve more families going forward.
Matthew has developed an expertise and passion for working with charitably inclined clients, especially ones who share his faith and values.
Matthew lives in Crystal with his wife and five children and attends Holy Family Catholic Church in St. Louis Park."
Address
10705 Town Square Drive, Suite 230
Blaine, Minnesota 55449
Matthew’s Latest Content
