Matt Cooley, CFP®
Matt Cooley is an advisor with Aspen Capital Management providing clients with guidance on portfolio management, financial planning, tax and estate planning, insurance and wealth education. Matt has experience helping a broad range of clients from tech executives looking to maximize their equity-based compensation, to winery owners crafting steps toward transition from active winery management. Matt's mission is to leverage his knowledge and expertise to provide clients with peace of mind, allowing them the freedom to enjoy the things that are most important to them. Matt is passionate about building deep-rooted relationships and providing solutions and advice that help make a different in his clients' lives.
Prior to joining Aspen Capital Management, Matt served as a key member of the advisory team for Moss Adams Wealth Advisors in the Greater San Francisco Bay Area. Matt worked primarily with high net worth clients, including business executives and closely held business owners.
Matt received his BBA in Finance and BBA in Accounting from the College of Business and Economics at Boise State University. He holds a Series 65 Investment Advisor Qualification and is a Certified Financial Planner.®
Matt and his wife, Kaitlin, live in Boise and enjoy sports, traveling, cooking, and taking advantage of the abundant outdoor activities Idaho has to offer.