Matt Wilson, CFP®, ChFC®, CSLP®
Financial Advisor
About
Matt is a financial advisor with North Star’s Medical Division, serving his clients virtually throughout the United States. Based in Dallas, he runs an independent financial practice for early career physicians and dentists. Matt focuses on providing a comprehensive financial services experience to his clients, while helping them to grow and protect their wealth.
Services
- Student Loan Repayment Strategies
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- Income-Driven Repayment Plans
- Direct Consolidation Loan
- Tax Filing Considerations
- Private Refinancing
- Community Property States
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- Physician-Specific Disability Insurance
- Life Insurance Strategies
- Retirement Funding Options (Roth IRA, 403(b), 457(b), Solo 401(k))
- Wealth Management
- College Funding Options
- Asset Protection Strategies*
As a Certified Student Loan Professional, Matt is a specialist in debt repayment options pertaining to a physician’s unique financial situation. He devotes much of his time helping residents and fellows navigate the increasingly complex world of student loan repayment strategies.
In addition to student loan strategy, Matt believes he can make a significant impact on his clients’ lives early on by helping place appropriate disability and life insurance, build emergency reserves and evaluate retirement contributions.
After training, Matt works with attending physicians to develop a comprehensive financial plan that addresses their specific financial and personal goals. By working with physicians when they are beginning their careers, he helps them to form the appropriate savings habits necessary to efficiently pursue their financial goals, and thus make a greater impact in their lives as well.
Growing up in Great Falls, Va, Matt went on to graduate from Texas Christian University with a degree in finance and minor in accounting. Matt is FINRA Series 7 and Series 66 registered, Life and Health Licensed and Variable Life and Annuity Licensed, and he has earned the Chartered Financial Consultant designation (ChFC®) and the Certified Student Loan Professional designation (CSLP®).
Team
Carrie Hancock
Vice President, Financial Planning Resource Center
Chase Brakke, DIA, DIF, CEPA®
Vice President of Business Owner Solutions
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4046742.