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Advisor Detail

Matt Rupert

Matt Rupert

Designation: ChFC,CPA,CSLP®
Languages: English
PalomarWealth provides the right blend of education with financial strategies to plan for your financial future.
Contact

Contact Information

4500 N Prospect Rd, Ste 200
Email:
matt.rupert@palomarwealth.com
Business Phone:
(309) 691-9600
City: Peoria Heights
State: IL
Zipcode: 61616

Social Information

Business Name:
Palomar Wealth

Business Information

Teaming with PalomarWealth is creating an ongoing relationship to help you develop a plan that addresses your unique situation and goals, helping prepare for life’s uncertainties as well as planned events, and prepare for ever changing tax and regulatory environments. If you are seeking help to bring clarity to your overall financial picture consider speaking with PalomarWealth and how we can become your family CFO.

WE CAN HELP YOU:

✔ORGANIZE your financial life, helping you make informed decisions
✔REDUCE financial stress, letting you enjoy life, not worry about it
✔PROTECT what’s important to you and your family
✔BUILD a plan for your money that reflects your unique values, goals and dreams
✔ACHIEVE your goals and dreams through personalized, comprehensive advice
✔LIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life change

Disclaimer:
Palomar Wealth may utilize 3rd party websites, including social media sites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by TAN or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through TAN, a registered investment adviser. PalomarWealth and TAN are not affiliated companies.
Focus Areas:
Financial Planning, Investments
License 1:
CPA
License 1:
FINRA 7076084
License 2:
Insurance: 19167611
Fees:
Assets Under Management, Flat Fee
CSLP Issue:
June 19, 2023
CSLP Exp:
June 19, 2028
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McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

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