Matt Veenker CFA, CFP®
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.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank of Omaha and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice 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