From a young age, Matt excelled with numbers and finance. Unlike many children who dream of becoming a firefighter, he envisioned himself as a mathematician. He jumped at the opportunity to be treasurer of the elementary school student association and managed the community house rent and utility payments in university. Numbers have always come easily to Matt, followed closely by the trust and integrity needed for managing finances for others. Since those early days, Matt has taught college-level accounting and finance, built a small rental property portfolio, and practiced for four years as an accountant.
Ultimately, he changed course to challenge himself, jumping headfirst into the world of financial planning, insurance, and investment advice. In 2014, Matt joined Raintree Financial Solutions as a Private Wealth Advisor. He chose to work with Raintree because of the quality people, strong core values, and progressive approach to investment management, all of which make Raintree a dynamic and unique presence in the financial services industry. Since then, he has obtained his insurance license and the Certified Financial Planner designation.
In 2017, he founded Sunesis Financial to serve his clients with broader financial planning services. Matt dedicates time at the beginning of the financial planning process to ensure he can fully guide clients through a thorough analysis of their current situation and trajectory. Then, he creates a plan to alter that trajectory in alignment with their goals, presenting a plan that includes various solutions and options. Although there are many common threads when it comes to financial planning, every client deserves a unique solution tailored to their current situation, future goals, and the experience they want to have along the path to achieving them.
Matt’s clients appreciate working with him because of his diligent planning process, proactive services, and the peace of mind he creates. They walk away from every meeting knowing they are on track to meet their goals, even as life evolves and the plan has to change slightly. Matt is an avid learner. He continually invests in professional development and continuing education to best serve his clients. He’s currently working on achieving the Chartered Life Underwriter designation. Outside the office, Matt enjoys spending time with his wife and four young children, snowboarding, backpacking, golfing, and playing baseball.
Matthew Hammond, CFP®
Certified Financial Planner® | Wealth Advisor