Matthew J. Haertzen, CFA, CFP®
(He/Him)
Chief Investment Officer

Matthew (Matt) joined Francis Financial, Inc. as our Chief Investment Officer (CIO) in July of 2022. He is particularly skilled in the construction and design of portfolios and manager research. His experience gives him a unique ability to understand the intricacies of portfolio design and optimization, and he seeks to deliver the highest possible after-tax returns to clients of Francis Financial. He has an amazing ability to explain complex investment strategies in understandable terms.

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*We require a minimum of $2 million in investible assets. If you have questions about this or would like resources to help point you in the right direction, please do reach out and we would be happy to support you.

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