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Wealth Advisor

Matt Walo

Matt Walo

Wealth Advisor
 

Matt Walo is a wealth advisor serving the Boise area. He joined Mountain America in 2015.

He offers his clients independent, objective planning options with an emphasis on income planning, Social Security maximization and proven planning concepts for building wealth in addition to estate transfer strategies.

Matt has been an independent financial planner for Strategic Planning Partners, LLC, in the Boise area for 15 years. His certifications include Life & Health insurance licenses and Series 6, 63, 65, 7 and 26 securities licenses.

He is a long-time member of Boise Sunrise Rotary group and likes getting out into the rich Idaho outdoors with his wife and three sons, where they backpack to high mountain lakes, boat and enjoy all things Idaho!

Branches Served
Boise—Ustick Rd.
Boise—3rd St.
Eagle
Garden City
Garden Valley
Meridian
Nampa


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