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Matthew Jaeger
CFP®
Associate Director, Wealth Advisor
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About Matthew
Matthew Jaeger serves as Associate Director, Wealth Advisor for Sequoia Financial Group.
Matthew Jaeger graduated from St. Olaf College with a Bachelor of Arts degree in economics, with an emphasis in finance. While at St. Olaf, Matthew competed as part of the college’s rowing club and, for two years, held the role of treasurer. He also gained industry experience as an intern for a Boston-based investment management firm, where he provided key support to ensure high quality service and efficient portfolio management. Matthew holds the CERTIFIED FINANCIAL PLANNER™ certification granted through the Certified Financial Planner Board of Standards.
Matthew is a resident of Minneapolis, Minnesota. Outside of his time at Sequoia, Matthew enjoys playing sports, attending car shows, and spending time with friends and family.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & Education
St. Olaf College, Bachelor of Arts degree in Economics
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Personal Insights from Matthew:
In my time as an advisor, I have found it particularly impactful to help clients determine what legacy they want to leave with their wealth and how they want to impact their family and community. In doing this, I have come to appreciate that not every aspect of work can be swiftly crossed off a to-do list. Through many conversations and the deepening of a relationship, we can discuss and implement strategies around a client’s legacy. It is a privilege to hold this responsibility in partnership with my colleagues, and we are honored to bring to bear our entire team’s tremendous knowledge to each client situation and treat it with the uniqueness it merits.
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Matthew Jaeger, CFP®
Associate Director, Wealth Advisor
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