
Matthew Sheets, CFP®
Client Relationship Manager
matt@vcmi.net | 503 731 7303
Matt is a CERTIFIED FINANCIAL PLANNER™ professional with more than a decade of experience in wealth management. In his role, Matt works with clients to provide investment management and financial planning advice.
Growing up, the importance of saving and investing was regular dinner table conversation for Matt’s family. With this background and a passion for the intersection of human behavior and business, helping clients use investing and strategic planning to achieve their financial goals was a natural fit. Matt enjoys breaking down difficult financial topics to make them easy for clients to understand. As an avid sports enthusiast, you might find him cheering on his beloved Oregon State Beavers or working to bring down his golf handicap in his free time.
DESIGNATIONS
- CFP®
ASSOCIATIONS
- Financial Planning Association
CURRENT
- Boys & Girls Club of Portland Board of Directors
- Boys & Girls Club of Portland Associate Board
PAST
- Bachelor of Political Science, Oregon State University