MJ Everson Financial

On August 1, 2001, Certified Financial Planner® Matthew Everson started his retirement planning firm.

Since then MJ Everson Financial has demonstrated a commitment to his clients that has earned him a solid reputation as one of Santa Rosa's finest financial advisors.

As owner of MJ Everson Financial, Matt takes pride in the fact that he has never associated with any Wall Street firm. He has always believed that knowing who is handling your finances is important. Trusting the individual, not the institution, is the key.

In July, 2009 MJ Everson Financial was one of the first firms in the country to receive certification from B Corp. http://www.bcorporation.net/mjeversonfinancial further defining his commitment to his clients, his community and the area we work and live in.

The company motto is Intelligent Financial Guidance for Retirees. To meet the special needs of this part of our society, we specialize in averting the dangers faced by retirees (health care costs, income strategies, retirement planning) and making sure their savings last their lifetime (investment and portfolio advice) to be sure folks can enjoy their retirement they've worked so hard to achieve.

Matthew Everson is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Insurance offered through Matthew J. Everson CA Lic. #0C73126