Personal Banking, Home Loans & Business Banking and Loans

Matthew Beyer

Financial Advisor, Certified Financial Planner TM

8050 15th Avenue NW
Seattle, WA 98117

Office: (206) 735-9425 Fax: 425-947-8226 Email

About Me

Matt began his career in the financial services industry in 1997. As a CERTIFIED FINANCIAL PLANNER™, he has maintained the highest of standards in the many years of serving his clients. He reviews and executes all aspects of financial plans, including investments, insurance, retirement and education planning, taxation, and estate conservation.

"Very early on I learned the importance of client satisfaction. I joined HomeStreet Bank specifically because of the organization's commitment to do what's best for the client at all times. You've got to listen very carefully. When clients leave my office I want them to know they've been clearly understood and that I will do everything in my power to help them pursue their goals."

Matt graduated with a Bachelor of Science degree in Business Administration with an emphasis in finance from Central Washington University. When not advising clients, Matt enjoys spending time with his wife exploring Seattle and taking in as many live music performances as possible. An avid Seahawk fan, he spends at least 16 Sundays each Fall rooting for the home team! He currently holds FINRA series 6, 7, 63, 66 in addition to life/health insurance licenses in Washington, Maryland, and California.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Registered Address: 601 Union Street, Suite 2000, Seattle, WA 98101 

Click to view Cetera Investment Services Privacy Policy and other Important Information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.

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