Matt Karlson, CFP®, is an Advisor with Signature Estate & Investment Advisors, LLC (SEIA) in Salt Lake City. He provides personalized, goal-based, financial planning and comprehensive wealth management services to affluent families in Utah and the broader mountain-west region. Matt believes that peace of mind flows from financial health, and he is motivated to help clients and their families work toward their long-term goals.
Prior to joining SEIA, Matt worked at Fidelity Investments in several wealth management capacities. Most recently, he worked with C-Suite and Board level executives of various publicly traded companies with an emphasis on equity compensation, tax reduction / tax-efficient investing, and long-term income planning. Prior to that, Matt advised families with assets in excess of $10m as a member of Fidelity’s Private Wealth Management group. This work included designing and implementing holistic financial plans encompassing retirement income planning, estate planning, and multigenerational wealth transfer strategies.
Matt is a CERTIFIED FINANCIAL PLANNER® professional and holds his Series 7 and Series 66 securities licenses, along with life and health insurance licenses (UT Insurance License #1084727). He graduated cum laude from Villanova University with a B.A. in Economics and Political Science, and minors in Business and French. When not at work, Matt enjoys skiing, mountain biking, backpacking, gardening, and cooking together with his wife, Caroline.