Matt Veenker CFA, CFP®
As a Financial Advisor, Matt helps clients create investment portfolios designed to secure their dreams and goals. He is dedicated to guiding his clients toward sound financial decisions and lends his experience to help customers build a prosperous future.
Credentials
Matt has dedicated 30 years to clients in the field of Investment Management. He has earned both the Certified Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations to better serve customers.
Passions
As a Colorado resident, he is proud to live amongst people who are continually giving back and helping to improve the community for generations to come.
In his own endeavors, he proudly supports organizations that help children grow up happy and healthy. He personally supports his local children’s hospital and various charities dedicated to sending underprivileged kids to college.
Matt has completed three of Colorado’s 14ers and is always looking to do more!
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Raymond James is not affiliated with the above organizations and/or charitable causes.
You should discuss any tax or legal matters with the appropriate professional.
Check the background of this firm on FINRA's BrokerCheck.
Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE